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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,152 | $152,619+40.3% | $125,195+71.1% | $152,909+40.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 21.46% | 54.85%-33.4pp | 43.79%-22.3pp | 345.46%-324.0pp |
| Employer contribution / active EE | $13,496 | $4,947+172.8% | $3,866+249.1% | $4,764+183.3% |
| Participant deferral / active EE | $6,582 | $5,869+12.2% | $4,937+33.3% | $5,851+12.5% |
| Admin fee / account holder | $29 | $13,437-99.8% | $9,704-99.7% | $11,601-99.7% |