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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,031 | $228,395-18.1% | $185,861+0.6% | $158,982+17.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.41% | 40.82%-27.4pp | 35.96%-22.6pp | 302.99%-289.6pp |
| Employer contribution / active EE | $11,398 | $4,968+129.4% | $4,088+178.8% | $4,763+139.3% |
| Participant deferral / active EE | $13,018 | $6,417+102.9% | $5,634+131.1% | $5,983+117.6% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |