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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,386 | $228,352-44.7% | $185,835-32.0% | $158,966-20.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.54% | 40.81%-22.3pp | 35.96%-17.4pp | 302.95%-284.4pp |
| Employer contribution / active EE | $20,320 | $4,967+309.1% | $4,087+397.1% | $4,762+326.7% |
| Participant deferral / active EE | $10,391 | $6,416+62.0% | $5,633+84.5% | $5,983+73.7% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |