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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,394 | $124,330+63.6% | $109,173+86.3% | $167,536+21.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.54% | 26.04%-15.5pp | 25.75%-15.2pp | 478.82%-468.3pp |
| Employer contribution / active EE | $15,785 | $4,209+275.0% | $3,723+324.0% | $4,839+226.2% |
| Participant deferral / active EE | $6,000 | $5,256+14.1% | $4,654+28.9% | $6,342-5.4% |
| Admin fee / account holder | $20 | $7,974-99.7% | $6,755-99.7% | $12,315-99.8% |