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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,030 | $108,922+109.4% | $100,398+127.1% | $145,978+56.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.33% | 58.04%-47.7pp | 49.32%-39.0pp | 550.52%-540.2pp |
| Employer contribution / active EE | $4,990 | $4,426+12.7% | $3,946+26.5% | $4,662+7.0% |
| Participant deferral / active EE | $30,500 | $8,450+261.0% | $8,084+277.3% | $6,690+355.9% |
| Admin fee / account holder | $0 | $9,680-100.0% | $7,893-100.0% | $13,400-100.0% |