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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,747 | $162,785+49.7% | $133,959+82.0% | $158,950+53.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.61% | 41.94%-29.3pp | 45.09%-32.5pp | 302.91%-290.3pp |
| Employer contribution / active EE | $10,960 | $4,975+120.3% | $3,919+179.7% | $4,762+130.2% |
| Participant deferral / active EE | $13,821 | $5,910+133.9% | $5,047+173.8% | $5,983+131.0% |
| Admin fee / account holder | $0 | $11,738-100.0% | $8,928-100.0% | $11,248-100.0% |