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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,039 | $141,004+70.2% | $112,273+113.8% | $139,466+72.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 22.16% | 32.75%-10.6pp | 30.23%-8.1pp | 373.66%-351.5pp |
| Employer contribution / active EE | $15,491 | $4,285+261.5% | $3,431+351.4% | $4,754+225.8% |
| Participant deferral / active EE | $15,756 | $5,878+168.1% | $4,800+228.3% | $6,712+134.7% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,409-100.0% |