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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,667 | $127,387+68.5% | $115,038+86.6% | $125,389+71.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.83% | 31.28%-33.1pp | 26.14%-28.0pp | 282.24%-284.1pp |
| Employer contribution / active EE | $14,401 | $5,166+178.8% | $4,608+212.5% | $4,866+196.0% |
| Participant deferral / active EE | $8,561 | $6,423+33.3% | $6,026+42.1% | $5,352+60.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |