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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,997 | $97,125+67.8% | $86,233+89.0% | $137,256+18.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 22.56% | 74.19%-51.6pp | 61.39%-38.8pp | 220.34%-197.8pp |
| Employer contribution / active EE | $15,904 | $2,841+459.7% | $2,504+535.0% | $4,156+282.7% |
| Participant deferral / active EE | $30,666 | $5,180+492.1% | $4,559+572.6% | $6,407+378.7% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |