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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,678 | $154,193+32.7% | $130,045+57.4% | $139,466+46.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.07% | 32.51%-19.4pp | -137.30%+150.4pp | 373.66%-360.6pp |
| Employer contribution / active EE | $12,486 | $5,292+136.0% | $4,321+188.9% | $4,754+162.7% |
| Participant deferral / active EE | $12,363 | $6,709+84.3% | $5,820+112.4% | $6,712+84.2% |
| Admin fee / account holder | $51 | $13,989-99.6% | $10,600-99.5% | $11,409-99.6% |