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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,854 | $110,410+91.0% | $102,437+105.8% | $145,897+44.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.53% | 24.85%-12.3pp | 24.95%-12.4pp | 552.29%-539.8pp |
| Employer contribution / active EE | $11,573 | $4,217+174.4% | $3,871+199.0% | $4,663+148.2% |
| Participant deferral / active EE | $10,154 | $5,622+80.6% | $5,060+100.7% | $6,689+51.8% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |