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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,137 | $106,267+89.3% | $96,520+108.4% | $139,456+44.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.32% | 38.45%-19.1pp | 35.72%-16.4pp | 373.45%-354.1pp |
| Employer contribution / active EE | $21,281 | $4,105+418.4% | $3,739+469.2% | $4,753+347.8% |
| Participant deferral / active EE | $12,161 | $5,454+122.9% | $4,879+149.3% | $6,711+81.2% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |