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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,470 | $117,846+65.9% | $102,434+90.8% | $145,884+34.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 21.95% | 31.90%-9.9pp | 29.46%-7.5pp | 551.85%-529.9pp |
| Employer contribution / active EE | $9,504 | $3,615+162.9% | $3,023+214.4% | $4,662+103.8% |
| Participant deferral / active EE | $4,950 | $5,733-13.7% | $5,055-2.1% | $6,690-26.0% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |