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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,950 | $97,125+47.2% | $86,233+65.8% | $137,256+4.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.95% | 74.19%-56.2pp | 61.39%-43.4pp | 220.34%-202.4pp |
| Employer contribution / active EE | $4,775 | $2,841+68.0% | $2,504+90.6% | $4,156+14.9% |
| Participant deferral / active EE | $11,260 | $5,180+117.4% | $4,559+147.0% | $6,407+75.7% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |