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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,423 | $85,060+89.8% | $70,565+128.8% | $139,487+15.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 18.19% | 30.39%-12.2pp | 32.79%-14.6pp | 373.84%-355.7pp |
| Employer contribution / active EE | $6,549 | $3,912+67.4% | $2,976+120.1% | $4,755+37.7% |
| Participant deferral / active EE | $16,609 | $5,891+181.9% | $4,568+263.6% | $6,713+147.4% |
| Admin fee / account holder | $0 | $8,932-100.0% | $6,430-100.0% | $11,407-100.0% |