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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,562 | $232,540-4.7% | $185,117+19.7% | $147,586+50.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 13.89% | 43.03%-29.1pp | 40.50%-26.6pp | 578.59%-564.7pp |
| Employer contribution / active EE | $13,363 | $5,195+157.2% | $4,182+219.6% | $4,876+174.0% |
| Participant deferral / active EE | $12,250 | $5,834+110.0% | $5,045+142.8% | $5,439+125.2% |
| Admin fee / account holder | $31 | $10,275-99.7% | $8,159-99.6% | $10,886-99.7% |