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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,845 | $118,919+76.5% | $88,538+137.0% | $152,885+37.3% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.5%+17.5pp |
| Annual return | 17.18% | 47.92%-30.7pp | 43.64%-26.5pp | 345.39%-328.2pp |
| Employer contribution / active EE | $5,602 | $2,669+109.9% | $2,098+167.0% | $4,763+17.6% |
| Participant deferral / active EE | $9,457 | $3,549+166.5% | $2,914+224.5% | $5,851+61.6% |
| Admin fee / account holder | $0 | $5,876-100.0% | $4,310-100.0% | $11,598-100.0% |