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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,350 | $106,247+43.4% | $96,515+57.9% | $139,466+9.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.57% | 38.47%-23.9pp | 35.73%-21.2pp | 373.66%-359.1pp |
| Employer contribution / active EE | $6,946 | $4,106+69.2% | $3,740+85.7% | $4,754+46.1% |
| Participant deferral / active EE | $7,718 | $5,456+41.5% | $4,880+58.2% | $6,712+15.0% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |