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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,539 | $183,516-33.8% | $155,534-21.9% | $145,884-16.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.59% | 61.43%-50.8pp | 64.92%-54.3pp | 551.85%-541.3pp |
| Employer contribution / active EE | $9,953 | $5,315+87.3% | $4,675+112.9% | $4,662+113.5% |
| Participant deferral / active EE | $15,082 | $6,467+133.2% | $5,630+167.9% | $6,690+125.5% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |