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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,946 | $176,786+24.4% | $146,643+50.0% | $167,536+31.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.72% | 24.04%-12.3pp | 22.75%-11.0pp | 478.82%-467.1pp |
| Employer contribution / active EE | $12,966 | $5,161+151.2% | $4,137+213.4% | $4,839+167.9% |
| Participant deferral / active EE | $11,025 | $6,440+71.2% | $5,506+100.2% | $6,342+73.8% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |