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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,913 | $228,395-40.9% | $185,861-27.4% | $158,982-15.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 23.69% | 40.82%-17.1pp | 35.96%-12.3pp | 302.99%-279.3pp |
| Employer contribution / active EE | $26,856 | $4,968+440.6% | $4,088+557.0% | $4,763+463.9% |
| Participant deferral / active EE | $13,094 | $6,417+104.0% | $5,634+132.4% | $5,983+118.8% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |