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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,905 | $106,247+95.7% | $96,515+115.4% | $139,466+49.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.80% | 38.47%-20.7pp | 35.73%-17.9pp | 373.66%-355.9pp |
| Employer contribution / active EE | $13,758 | $4,106+235.1% | $3,740+267.9% | $4,754+189.4% |
| Participant deferral / active EE | $17,294 | $5,456+217.0% | $4,880+254.4% | $6,712+157.7% |
| Admin fee / account holder | $50 | $7,885-99.4% | $6,735-99.3% | $11,409-99.6% |