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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,952 | $106,267+91.9% | $96,520+111.3% | $139,456+46.2% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 14.65% | 38.45%-23.8pp | 35.72%-21.1pp | 373.45%-358.8pp |
| Employer contribution / active EE | $18,282 | $4,105+345.4% | $3,739+389.0% | $4,753+284.7% |
| Participant deferral / active EE | $14,950 | $5,454+174.1% | $4,879+206.4% | $6,711+122.8% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |