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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,877 | $115,917+103.5% | $100,535+134.6% | $158,982+48.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 7.99% | 34.80%-26.8pp | 30.90%-22.9pp | 302.99%-295.0pp |
| Employer contribution / active EE | $3,828 | $4,105-6.7% | $3,419+12.0% | $4,763-19.6% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |