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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,245 | $124,314+77.2% | $109,163+101.8% | $167,518+31.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.25% | 26.04%-8.8pp | 25.75%-8.5pp | 478.71%-461.5pp |
| Employer contribution / active EE | $25,879 | $4,209+514.9% | $3,723+595.2% | $4,838+434.9% |
| Participant deferral / active EE | $17,465 | $5,256+232.3% | $4,654+275.3% | $6,342+175.4% |
| Admin fee / account holder | $5 | $7,973-99.9% | $6,754-99.9% | $12,312-100.0% |