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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,470 | $162,812+42.2% | $133,971+72.8% | $158,966+45.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.45% | 41.94%-26.5pp | 45.09%-29.6pp | 302.95%-287.5pp |
| Employer contribution / active EE | $26,350 | $4,976+429.6% | $3,919+572.4% | $4,762+453.3% |
| Participant deferral / active EE | $16,345 | $5,910+176.6% | $5,047+223.8% | $5,983+173.2% |
| Admin fee / account holder | $5 | $11,741-100.0% | $8,929-99.9% | $11,250-100.0% |