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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,758 | $154,193+56.1% | $130,045+85.1% | $139,466+72.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.26% | 32.51%-16.3pp | -137.30%+153.6pp | 373.66%-357.4pp |
| Employer contribution / active EE | $18,414 | $5,292+248.0% | $4,321+326.1% | $4,754+287.3% |
| Participant deferral / active EE | $14,210 | $6,709+111.8% | $5,820+144.2% | $6,712+111.7% |
| Admin fee / account holder | $200 | $13,989-98.6% | $10,600-98.1% | $11,409-98.2% |