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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,250 | $108,942+19.6% | $100,415+29.7% | $145,897-10.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 25.23% | 58.27%-33.0pp | 49.47%-24.2pp | 552.29%-527.1pp |
| Employer contribution / active EE | $1,370 | $4,422-69.0% | $3,943-65.3% | $4,663-70.6% |
| Participant deferral / active EE | $22,768 | $8,461+169.1% | $8,091+181.4% | $6,689+240.4% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |