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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,981 | $102,938+107.9% | $94,105+127.4% | $138,895+54.1% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 14.68% | 250.28%-235.6pp | 204.55%-189.9pp | 145.39%-130.7pp |
| Employer contribution / active EE | $17,945 | $2,732+556.9% | $2,504+616.6% | $4,194+327.9% |
| Participant deferral / active EE | $12,792 | $4,196+204.8% | $3,881+229.6% | $6,396+100.0% |
| Admin fee / account holder | $14 | $6,600-99.8% | $6,199-99.8% | $12,562-99.9% |