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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,252 | $148,629+46.8% | $135,982+60.5% | $139,487+56.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.06% | 79.33%-59.3pp | 68.32%-48.3pp | 373.84%-353.8pp |
| Employer contribution / active EE | $3,243 | $5,247-38.2% | $4,859-33.3% | $4,755-31.8% |
| Participant deferral / active EE | $10,790 | $8,102+33.2% | $7,760+39.0% | $6,713+60.7% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |