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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,281 | $96,965+114.8% | $97,995+112.5% | $147,586+41.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 18.26% | 24.11%-5.9pp | 23.94%-5.7pp | 578.59%-560.3pp |
| Employer contribution / active EE | $10,273 | $4,536+126.4% | $4,158+147.0% | $4,876+110.7% |
| Participant deferral / active EE | $9,304 | $5,081+83.1% | $5,097+82.5% | $5,439+71.1% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,886-100.0% |