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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,920 | $83,337+155.5% | $67,834+213.9% | $273,972-22.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 6.66% | 259.45%-252.8pp | 138.47%-131.8pp | 41.46%-34.8pp |
| Employer contribution / active EE | $14,935 | $3,287+354.3% | $2,403+521.4% | $4,869+206.8% |
| Participant deferral / active EE | $16,433 | $4,088+302.0% | $3,160+420.1% | $5,287+210.8% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |