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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,959 | $103,038+108.6% | $90,324+138.0% | $152,909+40.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 24.80% | 95.25%-70.4pp | 78.15%-53.3pp | 345.46%-320.7pp |
| Employer contribution / active EE | $7,726 | $3,141+146.0% | $2,856+170.5% | $4,764+62.2% |
| Participant deferral / active EE | $10,660 | $4,282+149.0% | $3,885+174.4% | $5,851+82.2% |
| Admin fee / account holder | $88 | $6,177-98.6% | $5,356-98.4% | $11,601-99.2% |