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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,594 | $211,239-34.9% | $178,528-22.9% | $145,877-5.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.91% | 30.22%-16.3pp | 27.11%-13.2pp | 551.28%-537.4pp |
| Employer contribution / active EE | $10,950 | $4,570+139.6% | $3,950+177.2% | $4,663+134.8% |
| Participant deferral / active EE | $22,938 | $6,963+229.4% | $6,278+265.3% | $6,691+242.8% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |