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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,497 | $100,279+84.0% | $81,353+126.8% | $145,884+26.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.97% | 34.49%-20.5pp | 24.82%-10.8pp | 551.85%-537.9pp |
| Employer contribution / active EE | $3,800 | $2,979+27.6% | $2,464+54.2% | $4,662-18.5% |
| Participant deferral / active EE | $14,241 | $4,611+208.8% | $3,885+266.6% | $6,690+112.9% |
| Admin fee / account holder | $0 | $8,206-100.0% | $5,766-100.0% | $13,392-100.0% |