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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,913 | $138,312+72.7% | $122,979+94.3% | $155,188+54.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 14.28% | 22.06%-7.8pp | 20.12%-5.8pp | 148.84%-134.6pp |
| Employer contribution / active EE | $17,980 | $3,530+409.3% | $3,062+487.1% | $4,248+323.3% |
| Participant deferral / active EE | $11,417 | $5,592+104.1% | $5,003+128.2% | $6,531+74.8% |
| Admin fee / account holder | $0 | $15,089-100.0% | $12,864-100.0% | $14,480-100.0% |