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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,234 | $108,911+67.3% | $100,392+81.5% | $145,884+24.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.05% | 58.23%-44.2pp | 49.45%-35.4pp | 551.85%-537.8pp |
| Employer contribution / active EE | $12,439 | $4,420+181.4% | $3,941+215.6% | $4,662+166.8% |
| Participant deferral / active EE | $10,737 | $8,459+26.9% | $8,090+32.7% | $6,690+60.5% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |