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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,457 | $117,846+49.7% | $102,434+72.3% | $145,884+21.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.66% | 31.90%-21.2pp | 29.46%-18.8pp | 551.85%-541.2pp |
| Employer contribution / active EE | $16,853 | $3,615+366.2% | $3,023+457.5% | $4,662+261.5% |
| Participant deferral / active EE | $28,000 | $5,733+388.4% | $5,055+453.9% | $6,690+318.6% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |