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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,504 | $228,395-59.5% | $185,861-50.2% | $158,982-41.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 25.63% | 40.82%-15.2pp | 35.96%-10.3pp | 302.99%-277.4pp |
| Employer contribution / active EE | $10,717 | $4,968+115.7% | $4,088+162.2% | $4,763+125.0% |
| Participant deferral / active EE | $10,827 | $6,417+68.7% | $5,634+92.2% | $5,983+80.9% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |