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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,082 | $201,259-39.8% | $184,200-34.3% | $145,959-17.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.98% | 28.98%-14.0pp | 28.80%-13.8pp | 561.95%-547.0pp |
| Employer contribution / active EE | $26,785 | $7,018+281.7% | $6,424+317.0% | $4,661+474.7% |
| Participant deferral / active EE | $17,015 | $9,806+73.5% | $9,132+86.3% | $6,689+154.4% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |