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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,701 | $93,346+157.9% | $71,796+235.3% | $273,972-12.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.57% | 130.39%-121.8pp | 78.04%-69.5pp | 41.46%-32.9pp |
| Employer contribution / active EE | $4,245 | $2,733+55.3% | $1,924+120.6% | $4,869-12.8% |
| Participant deferral / active EE | $10,257 | $3,475+195.1% | $2,794+267.0% | $5,287+94.0% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |