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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,227 | $108,942+107.7% | $100,415+125.3% | $145,897+55.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.49% | 58.27%-42.8pp | 49.47%-34.0pp | 552.29%-536.8pp |
| Employer contribution / active EE | $11,586 | $4,422+162.0% | $3,943+193.8% | $4,663+148.5% |
| Participant deferral / active EE | $22,784 | $8,461+169.3% | $8,091+181.6% | $6,689+240.6% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |