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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,412 | $124,346+78.1% | $111,306+98.9% | $167,553+32.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 9.38% | 37.46%-28.1pp | 54.67%-45.3pp | 478.89%-469.5pp |
| Employer contribution / active EE | $12,689 | $3,438+269.1% | $2,732+364.5% | $4,840+162.2% |
| Participant deferral / active EE | $7,405 | $5,182+42.9% | $4,488+65.0% | $6,343+16.7% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,316-100.0% |