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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,660 | $162,785+39.2% | $133,959+69.2% | $158,950+42.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.45% | 41.94%-21.5pp | 45.09%-24.6pp | 302.91%-282.5pp |
| Employer contribution / active EE | $14,310 | $4,975+187.6% | $3,919+265.2% | $4,762+200.5% |
| Participant deferral / active EE | $9,040 | $5,910+53.0% | $5,047+79.1% | $5,983+51.1% |
| Admin fee / account holder | $130 | $11,738-98.9% | $8,928-98.5% | $11,248-98.8% |