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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,892 | $209,336-57.1% | $197,124-54.4% | $137,256-34.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.44% | 48.09%-31.7pp | 44.34%-27.9pp | 220.34%-203.9pp |
| Employer contribution / active EE | $17,060 | $6,591+158.9% | $6,227+174.0% | $4,156+310.5% |
| Participant deferral / active EE | $10,297 | $9,614+7.1% | $9,135+12.7% | $6,407+60.7% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |