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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,338 | $103,393+95.7% | $87,103+132.3% | $152,909+32.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 19.49% | 28.10%-8.6pp | 28.19%-8.7pp | 345.46%-326.0pp |
| Employer contribution / active EE | $9,012 | $3,221+179.8% | $2,521+257.4% | $4,764+89.2% |
| Participant deferral / active EE | $3,319 | $4,778-30.5% | $4,049-18.0% | $5,851-43.3% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |