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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,862 | $110,379+92.8% | $102,412+107.8% | $145,884+45.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.43% | 24.84%-14.4pp | 24.94%-14.5pp | 551.85%-541.4pp |
| Employer contribution / active EE | $22,759 | $4,216+439.8% | $3,870+488.1% | $4,662+388.2% |
| Participant deferral / active EE | $15,000 | $5,622+166.8% | $5,060+196.4% | $6,690+124.2% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |