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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,773 | $111,814+93.9% | $103,374+109.7% | $145,959+48.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.33% | 24.77%-14.4pp | 24.89%-14.6pp | 561.95%-551.6pp |
| Employer contribution / active EE | $6,667 | $4,214+58.2% | $3,869+72.3% | $4,661+43.0% |
| Participant deferral / active EE | $6,718 | $5,618+19.6% | $5,058+32.8% | $6,689+0.4% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |