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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,848 | $97,125+146.9% | $86,233+178.1% | $137,256+74.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 14.33% | 74.19%-59.9pp | 61.39%-47.1pp | 220.34%-206.0pp |
| Employer contribution / active EE | $6,457 | $2,841+127.2% | $2,504+157.8% | $4,156+55.4% |
| Participant deferral / active EE | $14,789 | $5,180+185.5% | $4,559+224.4% | $6,407+130.8% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |