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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,511 | $99,652+23.9% | $78,778+56.8% | $147,586-16.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 18.68% | 47.28%-28.6pp | 35.62%-16.9pp | 578.59%-559.9pp |
| Employer contribution / active EE | $5,247 | $2,796+87.7% | $1,986+164.2% | $4,876+7.6% |
| Participant deferral / active EE | $10,466 | $3,664+185.7% | $2,958+253.8% | $5,439+92.4% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |