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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,969 | $110,379+122.8% | $102,412+140.2% | $145,884+68.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.16% | 24.84%-12.7pp | 24.94%-12.8pp | 551.85%-539.7pp |
| Employer contribution / active EE | $7,444 | $4,216+76.6% | $3,870+92.4% | $4,662+59.7% |
| Participant deferral / active EE | $7,648 | $5,622+36.0% | $5,060+51.1% | $6,690+14.3% |
| Admin fee / account holder | $109 | $9,745-98.9% | $8,388-98.7% | $13,392-99.2% |