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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,052 | $157,276+51.4% | $141,177+68.6% | $152,885+55.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.68% | 64.33%-35.7pp | 71.40%-42.7pp | 345.39%-316.7pp |
| Employer contribution / active EE | $8,056 | $5,262+53.1% | $4,736+70.1% | $4,763+69.1% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |