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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,750 | $97,125+145.8% | $86,233+176.9% | $137,256+73.9% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.0%+3.7pp | 80.0%-7.2pp |
| Annual return | 17.59% | 74.19%-56.6pp | 61.39%-43.8pp | 220.34%-202.8pp |
| Employer contribution / active EE | $17,163 | $2,841+504.0% | $2,504+585.3% | $4,156+313.0% |
| Participant deferral / active EE | $17,091 | $5,180+230.0% | $4,559+274.9% | $6,407+166.8% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |