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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,952 | $106,280+91.9% | $96,538+111.3% | $139,487+46.2% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 14.65% | 38.48%-23.8pp | 35.74%-21.1pp | 373.84%-359.2pp |
| Employer contribution / active EE | $18,282 | $4,107+345.1% | $3,740+388.8% | $4,755+284.5% |
| Participant deferral / active EE | $14,950 | $5,457+174.0% | $4,880+206.3% | $6,713+122.7% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |