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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,948 | $110,240+81.4% | $96,544+107.1% | $139,487+43.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.71% | 26.41%-13.7pp | 25.88%-13.2pp | 373.84%-361.1pp |
| Employer contribution / active EE | $41,463 | $3,622+1044.7% | $2,966+1297.8% | $4,755+772.1% |
| Participant deferral / active EE | $18,225 | $5,549+228.4% | $4,851+275.7% | $6,713+171.5% |
| Admin fee / account holder | $20 | $11,602-99.8% | $8,254-99.8% | $11,407-99.8% |