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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,914 | $90,486+88.9% | $78,676+117.2% | $273,972-37.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.61% | 75.62%-66.0pp | 62.19%-52.6pp | 41.46%-31.8pp |
| Employer contribution / active EE | $14,269 | $3,175+349.4% | $2,850+400.7% | $4,869+193.1% |
| Participant deferral / active EE | $6,930 | $3,901+77.6% | $3,517+97.1% | $5,287+31.1% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |