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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,334 | $114,013+88.0% | $103,693+106.7% | $155,188+38.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 16.80% | 49.31%-32.5pp | 47.61%-30.8pp | 148.84%-132.0pp |
| Employer contribution / active EE | $9,566 | $3,131+205.5% | $2,920+227.6% | $4,248+125.2% |
| Participant deferral / active EE | $8,397 | $4,970+69.0% | $4,579+83.4% | $6,531+28.6% |
| Admin fee / account holder | $17 | $8,407-99.8% | $7,858-99.8% | $14,480-99.9% |