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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,250 | $108,912+19.6% | $100,383+29.8% | $145,959-10.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 25.23% | 57.96%-32.7pp | 49.26%-24.0pp | 561.95%-536.7pp |
| Employer contribution / active EE | $1,370 | $4,423-69.0% | $3,944-65.3% | $4,661-70.6% |
| Participant deferral / active EE | $22,768 | $8,451+169.4% | $8,086+181.6% | $6,689+240.4% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,900-100.0% | $13,398-100.0% |