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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,594 | $148,629+44.4% | $135,982+57.8% | $139,487+53.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.42% | 79.33%-54.9pp | 68.32%-43.9pp | 373.84%-349.4pp |
| Employer contribution / active EE | $11,479 | $5,247+118.8% | $4,859+136.2% | $4,755+141.4% |
| Participant deferral / active EE | $8,376 | $8,102+3.4% | $7,760+7.9% | $6,713+24.8% |
| Admin fee / account holder | $300 | $12,406-97.6% | $10,767-97.2% | $11,407-97.4% |