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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,265 | $172,111-48.7% | $150,298-41.3% | $137,256-35.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 28.65% | 69.37%-40.7pp | 62.79%-34.1pp | 220.34%-191.7pp |
| Employer contribution / active EE | $14,200 | $4,636+206.3% | $4,154+241.8% | $4,156+241.7% |
| Participant deferral / active EE | $11,000 | $6,166+78.4% | $5,453+101.7% | $6,407+71.7% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |