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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,718 | $183,592-32.6% | $155,574-20.5% | $145,877-15.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.54% | 61.37%-46.8pp | 64.87%-50.3pp | 551.28%-536.7pp |
| Employer contribution / active EE | $13,769 | $5,317+159.0% | $4,676+194.5% | $4,663+195.3% |
| Participant deferral / active EE | $13,800 | $6,466+113.4% | $5,629+145.1% | $6,691+106.3% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |