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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,816 | $117,846+90.8% | $102,434+119.5% | $145,884+54.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 24.25% | 31.90%-7.6pp | 29.46%-5.2pp | 551.85%-527.6pp |
| Employer contribution / active EE | $6,730 | $3,615+86.2% | $3,023+122.6% | $4,662+44.4% |
| Participant deferral / active EE | $12,344 | $5,733+115.3% | $5,055+144.2% | $6,690+84.5% |
| Admin fee / account holder | $14 | $13,356-99.9% | $9,462-99.8% | $13,392-99.9% |