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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,876 | $108,911+35.8% | $100,392+47.3% | $145,884+1.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 22.44% | 58.23%-35.8pp | 49.45%-27.0pp | 551.85%-529.4pp |
| Employer contribution / active EE | $14,362 | $4,420+224.9% | $3,941+264.4% | $4,662+208.0% |
| Participant deferral / active EE | $13,406 | $8,459+58.5% | $8,090+65.7% | $6,690+100.4% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |