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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,837 | $185,856-25.8% | $170,028-18.9% | $139,456-1.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.69% | 60.52%-33.8pp | 53.39%-26.7pp | 373.45%-346.8pp |
| Employer contribution / active EE | $2,718 | $7,593-64.2% | $6,788-60.0% | $4,753-42.8% |
| Participant deferral / active EE | $16,086 | $11,623+38.4% | $10,409+54.5% | $6,711+139.7% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |