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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,952 | $106,247+92.0% | $96,515+111.3% | $139,466+46.2% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 14.65% | 38.47%-23.8pp | 35.73%-21.1pp | 373.66%-359.0pp |
| Employer contribution / active EE | $18,282 | $4,106+345.3% | $3,740+388.9% | $4,754+284.6% |
| Participant deferral / active EE | $14,950 | $5,456+174.0% | $4,880+206.4% | $6,712+122.7% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |