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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,034 | $87,546+129.6% | $75,784+165.3% | $125,389+60.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 53.31% | 13.49%+39.8pp | 9.68%+43.6pp | 282.24%-228.9pp |
| Employer contribution / active EE | $22,661 | $3,930+476.6% | $3,323+581.9% | $4,866+365.7% |
| Participant deferral / active EE | $9,701 | $4,230+129.4% | $3,652+165.7% | $5,352+81.3% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |