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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,447 | $116,203+114.7% | $93,621+166.4% | $152,909+63.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 22.97% | 35.96%-13.0pp | 32.76%-9.8pp | 345.46%-322.5pp |
| Employer contribution / active EE | $16,258 | $3,219+405.0% | $2,719+498.0% | $4,764+241.3% |
| Participant deferral / active EE | $15,858 | $4,605+244.4% | $4,070+289.7% | $5,851+171.0% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,601-100.0% |