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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,227 | $108,897+107.7% | $100,378+125.4% | $145,877+55.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.49% | 58.17%-42.7pp | 49.41%-33.9pp | 551.28%-535.8pp |
| Employer contribution / active EE | $11,586 | $4,420+162.1% | $3,942+193.9% | $4,663+148.5% |
| Participant deferral / active EE | $22,784 | $8,455+169.5% | $8,087+181.7% | $6,691+240.5% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |