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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,573 | $67,823+71.9% | $52,425+122.4% | $137,256-15.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 12.44% | 219.11%-206.7pp | 302.12%-289.7pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,112 | $1,163-4.4% | $914+21.6% | $4,156-73.2% |
| Participant deferral / active EE | $2,241 | $2,288-2.1% | $1,790+25.1% | $6,407-65.0% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |