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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,414 | $227,291-55.8% | $214,702-53.2% | $155,188-35.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 20.46% | 60.08%-39.6pp | 54.55%-34.1pp | 148.84%-128.4pp |
| Employer contribution / active EE | $3,350 | $6,772-50.5% | $6,461-48.1% | $4,248-21.1% |
| Participant deferral / active EE | $23,500 | $9,582+145.3% | $9,147+156.9% | $6,531+259.8% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |