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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,934 | $77,920+152.7% | $149,723+31.5% | $75,177+162.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 23.70% | 31.72%-8.0pp | 134.50%-110.8pp | 160.75%-137.1pp |
| Employer contribution / active EE | $2,702 | $3,138-13.9% | $4,821-44.0% | $2,671+1.2% |
| Participant deferral / active EE | $7,465 | $3,411+118.8% | $5,682+31.4% | $4,126+80.9% |
| Admin fee / account holder | $0 | $5,951-100.0% | $13,215-100.0% | $5,651-100.0% |