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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,913 | $126,661+88.6% | $113,397+110.7% | $138,895+72.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 14.28% | 25.05%-10.8pp | 23.20%-8.9pp | 145.39%-131.1pp |
| Employer contribution / active EE | $17,980 | $3,456+420.2% | $2,977+503.9% | $4,194+328.7% |
| Participant deferral / active EE | $11,417 | $5,693+100.6% | $5,076+124.9% | $6,396+78.5% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |