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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,470 | $117,904+65.8% | $102,457+90.8% | $145,978+33.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 21.95% | 31.80%-9.8pp | 29.41%-7.5pp | 550.52%-528.6pp |
| Employer contribution / active EE | $9,504 | $3,613+163.0% | $3,022+214.5% | $4,662+103.9% |
| Participant deferral / active EE | $4,950 | $5,733-13.7% | $5,054-2.1% | $6,690-26.0% |
| Admin fee / account holder | $0 | $13,329-100.0% | $9,451-100.0% | $13,400-100.0% |