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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,462 | $149,778+64.6% | $118,946+107.2% | $158,966+55.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 9.33% | 19.95%-10.6pp | 35.89%-26.6pp | 302.95%-293.6pp |
| Employer contribution / active EE | $10,681 | $4,117+159.4% | $3,263+227.3% | $4,762+124.3% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,604-100.0% | $6,581-100.0% | $11,250-100.0% |