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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,763 | $124,980+59.8% | $108,359+84.4% | $154,746+29.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.37% | 45.00%-31.6pp | 36.89%-23.5pp | 172.34%-159.0pp |
| Employer contribution / active EE | $9,808 | $2,851+244.1% | $2,399+308.7% | $4,379+124.0% |
| Participant deferral / active EE | $11,033 | $4,743+132.6% | $4,137+166.7% | $6,730+63.9% |
| Admin fee / account holder | $31 | $11,502-99.7% | $9,741-99.7% | $14,365-99.8% |