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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,288 | $110,410+45.2% | $102,437+56.5% | $145,897+9.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.45% | 24.85%-7.4pp | 24.95%-7.5pp | 552.29%-534.8pp |
| Employer contribution / active EE | $13,111 | $4,217+210.9% | $3,871+238.7% | $4,663+181.2% |
| Participant deferral / active EE | $14,341 | $5,622+155.1% | $5,060+183.4% | $6,689+114.4% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |