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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,624 | $100,139+106.3% | $85,187+142.6% | $145,884+41.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.07% | 84.15%-68.1pp | 66.67%-50.6pp | 551.85%-535.8pp |
| Employer contribution / active EE | $2,518 | $3,238-22.2% | $2,732-7.8% | $4,662-46.0% |
| Participant deferral / active EE | $4,547 | $5,296-14.1% | $4,525+0.5% | $6,690-32.0% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |