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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,912 | $185,883-28.5% | $170,043-21.8% | $139,466-4.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.81% | 60.54%-39.7pp | 53.40%-32.6pp | 373.66%-352.8pp |
| Employer contribution / active EE | $17,690 | $7,596+132.9% | $6,790+160.5% | $4,754+272.1% |
| Participant deferral / active EE | $16,780 | $11,626+44.3% | $10,410+61.2% | $6,712+150.0% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |