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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,317 | $69,252+24.6% | $64,099+34.7% | $139,456-38.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.21% | 45.89%-25.7pp | 33.70%-13.5pp | 373.45%-353.2pp |
| Employer contribution / active EE | $6,180 | $3,184+94.1% | $2,748+124.9% | $4,753+30.0% |
| Participant deferral / active EE | $11,151 | $4,683+138.1% | $3,881+187.3% | $6,711+66.1% |
| Admin fee / account holder | $0 | $4,248-100.0% | $3,070-100.0% | $11,407-100.0% |