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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,909 | $183,627-30.3% | $155,602-17.8% | $145,978-12.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.58% | 61.32%-51.7pp | 64.81%-55.2pp | 550.52%-540.9pp |
| Employer contribution / active EE | $6,666 | $5,316+25.4% | $4,675+42.6% | $4,662+43.0% |
| Participant deferral / active EE | $29,327 | $6,466+353.6% | $5,629+421.0% | $6,690+338.4% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |