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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,717 | $108,922+87.0% | $100,398+102.9% | $145,978+39.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.37% | 58.04%-47.7pp | 49.32%-39.0pp | 550.52%-540.1pp |
| Employer contribution / active EE | $10,448 | $4,426+136.1% | $3,946+164.8% | $4,662+124.1% |
| Participant deferral / active EE | $7,400 | $8,450-12.4% | $8,084-8.5% | $6,690+10.6% |
| Admin fee / account holder | $20 | $9,680-99.8% | $7,893-99.7% | $13,400-99.9% |