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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,544 | $94,529+156.6% | $140,019+73.2% | $64,173+278.0% |
| Participation rate | 88.0% | 84.1%+3.9pp | 87.5%+0.5pp | 69.6%+18.4pp |
| Annual return | -5.58% | 7.77%-13.3pp | 651.17%-656.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $16,456 | $3,812+331.6% | $5,605+193.6% | $2,381+591.2% |
| Participant deferral / active EE | $10,304 | $5,250+96.3% | $6,927+48.8% | $3,470+197.0% |
| Admin fee / account holder | $0 | $6,741-100.0% | $10,705-100.0% | $4,887-100.0% |