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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,624 | $100,203+106.2% | $85,240+142.4% | $145,897+41.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.07% | 84.28%-68.2pp | 66.75%-50.7pp | 552.29%-536.2pp |
| Employer contribution / active EE | $2,518 | $3,242-22.3% | $2,735-7.9% | $4,663-46.0% |
| Participant deferral / active EE | $4,547 | $5,299-14.2% | $4,527+0.4% | $6,689-32.0% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |