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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,711 | $127,298+8.2% | $109,916+25.3% | $167,553-17.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 18.99% | 22.97%-4.0pp | 29.46%-10.5pp | 478.89%-459.9pp |
| Employer contribution / active EE | $22,418 | $3,325+574.2% | $2,844+688.2% | $4,840+363.2% |
| Participant deferral / active EE | $11,250 | $4,513+149.3% | $4,047+178.0% | $6,343+77.4% |
| Admin fee / account holder | $25 | $7,119-99.6% | $6,069-99.6% | $12,316-99.8% |