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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,578 | $90,486+157.0% | $78,676+195.6% | $273,972-15.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.24% | 75.62%-69.4pp | 62.19%-55.9pp | 41.46%-35.2pp |
| Employer contribution / active EE | $16,918 | $3,175+432.8% | $2,850+493.6% | $4,869+247.5% |
| Participant deferral / active EE | $10,151 | $3,901+160.2% | $3,517+188.6% | $5,287+92.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |