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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,061 | $101,618+58.5% | $93,063+73.1% | $137,256+17.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 14.54% | 223.95%-209.4pp | 34.15%-19.6pp | 220.34%-205.8pp |
| Employer contribution / active EE | $3,852 | $2,707+42.3% | $2,476+55.6% | $4,156-7.3% |
| Participant deferral / active EE | $10,924 | $4,279+155.3% | $3,958+176.0% | $6,407+70.5% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |