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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,244 | $117,829+58.1% | $102,423+81.8% | $145,877+27.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.16% | 31.83%-22.7pp | 29.42%-20.3pp | 551.28%-542.1pp |
| Employer contribution / active EE | $7,650 | $3,615+111.6% | $3,023+153.0% | $4,663+64.1% |
| Participant deferral / active EE | $16,724 | $5,732+191.7% | $5,054+230.9% | $6,691+150.0% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |