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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,042 | $114,013+74.6% | $103,693+92.0% | $155,188+28.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 12.73% | 49.31%-36.6pp | 47.61%-34.9pp | 148.84%-136.1pp |
| Employer contribution / active EE | $4,810 | $3,131+53.6% | $2,920+64.7% | $4,248+13.2% |
| Participant deferral / active EE | $12,319 | $4,970+147.9% | $4,579+169.0% | $6,531+88.6% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |