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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,939 | $197,637-42.3% | $177,848-35.9% | $158,982-28.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.17% | 58.77%-44.6pp | 48.33%-34.2pp | 302.99%-288.8pp |
| Employer contribution / active EE | $12,216 | $6,698+82.4% | $5,919+106.4% | $4,763+156.5% |
| Participant deferral / active EE | $6,050 | $8,405-28.0% | $7,714-21.6% | $5,983+1.1% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |