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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,994 | $110,254+84.1% | $95,733+112.0% | $139,427+45.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.81% | 27.13%-15.3pp | 28.37%-16.6pp | 373.27%-361.5pp |
| Employer contribution / active EE | $25,100 | $3,258+670.4% | $2,835+785.4% | $4,752+428.2% |
| Participant deferral / active EE | $14,250 | $4,675+204.8% | $4,244+235.8% | $6,711+112.3% |
| Admin fee / account holder | $25 | $6,607-99.6% | $5,673-99.6% | $11,404-99.8% |