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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,811 | $154,193+36.7% | $130,045+62.1% | $139,466+51.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.10% | 32.51%-14.4pp | -137.30%+155.4pp | 373.66%-355.6pp |
| Employer contribution / active EE | $22,773 | $5,292+330.3% | $4,321+427.0% | $4,754+379.0% |
| Participant deferral / active EE | $19,855 | $6,709+196.0% | $5,820+241.2% | $6,712+195.8% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |