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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,655 | $124,351+75.0% | $109,188+99.3% | $167,553+29.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 22.73% | 26.04%-3.3pp | 25.76%-3.0pp | 478.89%-456.2pp |
| Employer contribution / active EE | $7,223 | $4,210+71.6% | $3,723+94.0% | $4,840+49.2% |
| Participant deferral / active EE | $7,590 | $5,257+44.4% | $4,654+63.1% | $6,343+19.7% |
| Admin fee / account holder | $299 | $7,975-96.2% | $6,755-95.6% | $12,316-97.6% |