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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,597 | $106,247+27.6% | $96,515+40.5% | $139,466-2.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.38% | 38.47%-20.1pp | 35.73%-17.3pp | 373.66%-355.3pp |
| Employer contribution / active EE | $11,034 | $4,106+168.7% | $3,740+195.1% | $4,754+132.1% |
| Participant deferral / active EE | $8,104 | $5,456+48.5% | $4,880+66.1% | $6,712+20.7% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |