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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,171 | $117,444-13.0% | $99,479+2.7% | $152,909-33.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 40.16% | 31.87%+8.3pp | 30.72%+9.4pp | 345.46%-305.3pp |
| Employer contribution / active EE | $9,917 | $3,014+229.1% | $2,540+290.4% | $4,764+108.2% |
| Participant deferral / active EE | $18,530 | $4,086+353.4% | $3,619+412.0% | $5,851+216.7% |
| Admin fee / account holder | $0 | $7,635-100.0% | $6,253-100.0% | $11,601-100.0% |