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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,080 | $114,013+79.0% | $103,693+96.8% | $155,188+31.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 41.29% | 49.31%-8.0pp | 47.61%-6.3pp | 148.84%-107.6pp |
| Employer contribution / active EE | $14,127 | $3,131+351.2% | $2,920+383.8% | $4,248+232.6% |
| Participant deferral / active EE | $12,977 | $4,970+161.1% | $4,579+183.4% | $6,531+98.7% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |