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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,603 | $108,911+57.6% | $100,392+70.9% | $145,884+17.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.74% | 58.23%-42.5pp | 49.45%-33.7pp | 551.85%-536.1pp |
| Employer contribution / active EE | $9,210 | $4,420+108.4% | $3,941+133.7% | $4,662+97.5% |
| Participant deferral / active EE | $22,750 | $8,459+168.9% | $8,090+181.2% | $6,690+240.1% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |