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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,473 | $201,344-39.7% | $184,243-34.1% | $145,877-16.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.04% | 29.01%-14.0pp | 28.82%-13.8pp | 551.28%-536.2pp |
| Employer contribution / active EE | $16,578 | $7,022+136.1% | $6,427+157.9% | $4,663+255.5% |
| Participant deferral / active EE | $19,242 | $9,807+96.2% | $9,132+110.7% | $6,691+187.6% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |