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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,004 | $117,829+74.8% | $102,423+101.1% | $145,877+41.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.19% | 31.83%-14.6pp | 29.42%-12.2pp | 551.28%-534.1pp |
| Employer contribution / active EE | $7,879 | $3,615+118.0% | $3,023+160.6% | $4,663+69.0% |
| Participant deferral / active EE | $12,760 | $5,732+122.6% | $5,054+152.5% | $6,691+90.7% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |