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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,739 | $178,174-24.4% | $156,181-13.7% | $137,256-1.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 22.09% | 84.19%-62.1pp | 64.87%-42.8pp | 220.34%-198.2pp |
| Employer contribution / active EE | $11,210 | $4,972+125.5% | $4,294+161.1% | $4,156+169.7% |
| Participant deferral / active EE | $20,998 | $6,888+204.8% | $6,132+242.4% | $6,407+227.7% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |