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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,927 | $105,929+89.7% | $81,926+145.3% | $158,950+26.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 16.21% | 38.19%-22.0pp | 29.49%-13.3pp | 302.91%-286.7pp |
| Employer contribution / active EE | $0 | $7,802-100.0% | $4,310-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,681 | $13,007-79.4% | $7,108-62.3% | $5,983-55.2% |
| Admin fee / account holder | $0 | $8,492-100.0% | $5,159-100.0% | $11,248-100.0% |