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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,421 | $185,905-44.9% | $170,057-39.8% | $139,487-26.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.47% | 60.56%-34.1pp | 53.42%-26.9pp | 373.84%-347.4pp |
| Employer contribution / active EE | $11,402 | $7,597+50.1% | $6,790+67.9% | $4,755+139.8% |
| Participant deferral / active EE | $20,150 | $11,627+73.3% | $10,411+93.6% | $6,713+200.2% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |