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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,768 | $117,846+89.0% | $102,434+117.5% | $145,884+52.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.96% | 31.90%-20.9pp | 29.46%-18.5pp | 551.85%-540.9pp |
| Employer contribution / active EE | $4,320 | $3,615+19.5% | $3,023+42.9% | $4,662-7.3% |
| Participant deferral / active EE | $4,966 | $5,733-13.4% | $5,055-1.8% | $6,690-25.8% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |