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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,994 | $110,303+84.0% | $95,759+112.0% | $139,487+45.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.81% | 27.19%-15.4pp | 28.42%-16.6pp | 373.84%-362.0pp |
| Employer contribution / active EE | $25,100 | $3,261+669.8% | $2,836+785.0% | $4,755+427.9% |
| Participant deferral / active EE | $14,250 | $4,674+204.9% | $4,244+235.8% | $6,713+112.3% |
| Admin fee / account holder | $25 | $6,615-99.6% | $5,678-99.6% | $11,407-99.8% |