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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,235 | $106,236+94.1% | $96,496+113.7% | $139,427+47.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.71% | 38.43%-20.7pp | 35.70%-18.0pp | 373.27%-355.6pp |
| Employer contribution / active EE | $15,330 | $4,104+273.5% | $3,738+310.1% | $4,752+222.6% |
| Participant deferral / active EE | $9,711 | $5,455+78.0% | $4,879+99.0% | $6,711+44.7% |
| Admin fee / account holder | $0 | $7,879-100.0% | $6,731-100.0% | $11,404-100.0% |