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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,235 | $106,280+94.0% | $96,538+113.6% | $139,487+47.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.71% | 38.48%-20.8pp | 35.74%-18.0pp | 373.84%-356.1pp |
| Employer contribution / active EE | $15,330 | $4,107+273.3% | $3,740+309.9% | $4,755+222.4% |
| Participant deferral / active EE | $9,711 | $5,457+78.0% | $4,880+99.0% | $6,713+44.7% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |