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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,460 | $117,829+93.9% | $102,423+123.1% | $145,877+56.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.31% | 31.83%-22.5pp | 29.42%-20.1pp | 551.28%-542.0pp |
| Employer contribution / active EE | $6,829 | $3,615+88.9% | $3,023+125.9% | $4,663+46.5% |
| Participant deferral / active EE | $6,800 | $5,732+18.6% | $5,054+34.5% | $6,691+1.6% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |