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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,641 | $103,392+105.7% | $87,104+144.1% | $152,897+39.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 22.41% | 28.10%-5.7pp | 28.19%-5.8pp | 345.43%-323.0pp |
| Employer contribution / active EE | $13,976 | $3,221+333.9% | $2,521+454.3% | $4,764+193.4% |
| Participant deferral / active EE | $3,888 | $4,778-18.6% | $4,048-4.0% | $5,851-33.6% |
| Admin fee / account holder | $82 | $12,194-99.3% | $7,491-98.9% | $11,599-99.3% |