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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,303 | $157,296+32.4% | $141,191+47.5% | $152,897+36.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.54% | 64.34%-46.8pp | 71.41%-53.9pp | 345.43%-327.9pp |
| Employer contribution / active EE | $3,822 | $5,262-27.4% | $4,736-19.3% | $4,764-19.8% |
| Participant deferral / active EE | $9,333 | $7,111+31.3% | $6,710+39.1% | $5,851+59.5% |
| Admin fee / account holder | $36 | $12,125-99.7% | $10,264-99.6% | $11,599-99.7% |