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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,538 | $156,616+53.6% | $133,346+80.4% | $198,609+21.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 13.69% | 44.25%-30.6pp | 36.85%-23.2pp | 202.70%-189.0pp |
| Employer contribution / active EE | $2,543 | $3,368-24.5% | $2,853-10.9% | $5,055-49.7% |
| Participant deferral / active EE | $17,588 | $4,920+257.5% | $4,332+306.0% | $6,977+152.1% |
| Admin fee / account holder | $0 | $17,468-100.0% | $14,264-100.0% | $19,030-100.0% |