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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,722 | $152,619+40.7% | $125,195+71.5% | $152,909+40.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 10.87% | 54.85%-44.0pp | 43.79%-32.9pp | 345.46%-334.6pp |
| Employer contribution / active EE | $8,613 | $4,947+74.1% | $3,866+122.8% | $4,764+80.8% |
| Participant deferral / active EE | $10,505 | $5,869+79.0% | $4,937+112.8% | $5,851+79.5% |
| Admin fee / account holder | $1 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |