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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,672 | $104,694+108.9% | $85,709+155.1% | $167,536+30.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 29.66% | 21.45%+8.2pp | 21.49%+8.2pp | 478.82%-449.2pp |
| Employer contribution / active EE | $18,497 | $3,337+454.2% | $2,619+606.4% | $4,839+282.2% |
| Participant deferral / active EE | $17,570 | $4,826+264.1% | $3,924+347.8% | $6,342+177.0% |
| Admin fee / account holder | $0 | $10,035-100.0% | $6,876-100.0% | $12,315-100.0% |