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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,562 | $110,379+81.7% | $102,412+95.8% | $145,884+37.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.23% | 24.84%-12.6pp | 24.94%-12.7pp | 551.85%-539.6pp |
| Employer contribution / active EE | $6,667 | $4,216+58.1% | $3,870+72.3% | $4,662+43.0% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |