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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,841 | $110,379+84.7% | $102,412+99.0% | $145,884+39.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.59% | 24.84%-15.3pp | 24.94%-15.4pp | 551.85%-542.3pp |
| Employer contribution / active EE | $2,884 | $4,216-31.6% | $3,870-25.5% | $4,662-38.2% |
| Participant deferral / active EE | $16,273 | $5,622+189.5% | $5,060+221.6% | $6,690+143.3% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |