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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,942 | $156,616+47.5% | $133,346+73.2% | $198,609+16.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 7.37% | 44.25%-36.9pp | 36.85%-29.5pp | 202.70%-195.3pp |
| Employer contribution / active EE | $5,567 | $3,368+65.3% | $2,853+95.1% | $5,055+10.1% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $57 | $17,468-99.7% | $14,264-99.6% | $19,030-99.7% |