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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,208 | $197,625-34.6% | $177,840-27.3% | $158,966-18.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 25.82% | 58.76%-32.9pp | 48.32%-22.5pp | 302.95%-277.1pp |
| Employer contribution / active EE | $16,607 | $6,698+147.9% | $5,919+180.6% | $4,762+248.7% |
| Participant deferral / active EE | $13,840 | $8,405+64.7% | $7,714+79.4% | $5,983+131.3% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |