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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,199 | $95,369+36.5% | $135,942-4.2% | $74,440+74.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 18.99% | 32.72%-13.7pp | 68.28%-49.3pp | 34.37%-15.4pp |
| Employer contribution / active EE | $11,907 | $3,878+207.0% | $4,858+145.1% | $2,638+351.4% |
| Participant deferral / active EE | $0 | $7,788-100.0% | $7,759-100.0% | $4,529-100.0% |
| Admin fee / account holder | $3 | $266-99.0% | $10,764-100.0% | $348-99.3% |