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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,305 | $232,540-13.0% | $185,117+9.3% | $147,586+37.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 12.97% | 43.03%-30.1pp | 40.50%-27.5pp | 578.59%-565.6pp |
| Employer contribution / active EE | $10,510 | $5,195+102.3% | $4,182+151.3% | $4,876+115.5% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |