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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,137 | $106,247+89.3% | $96,515+108.4% | $139,466+44.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.32% | 38.47%-19.1pp | 35.73%-16.4pp | 373.66%-354.3pp |
| Employer contribution / active EE | $21,281 | $4,106+418.3% | $3,740+469.1% | $4,754+347.7% |
| Participant deferral / active EE | $12,161 | $5,456+122.9% | $4,880+149.2% | $6,712+81.2% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |