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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,931 | $115,810+71.8% | $101,271+96.4% | $158,966+25.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.50% | 56.15%-41.6pp | 46.48%-32.0pp | 302.95%-288.4pp |
| Employer contribution / active EE | $24,052 | $4,175+476.0% | $3,660+557.1% | $4,762+405.0% |
| Participant deferral / active EE | $14,560 | $4,958+193.7% | $4,371+233.1% | $5,983+143.4% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |