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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,217 | $105,856+7.9% | $90,161+26.7% | $147,586-22.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.76% | 37.63%-16.9pp | 34.89%-14.1pp | 578.59%-557.8pp |
| Employer contribution / active EE | $12,993 | $4,126+214.9% | $3,318+291.6% | $4,876+166.4% |
| Participant deferral / active EE | $8,200 | $5,733+43.0% | $5,287+55.1% | $5,439+50.8% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |