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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,282 | $149,778+59.1% | $118,946+100.3% | $158,966+49.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 10.82% | 19.95%-9.1pp | 35.89%-25.1pp | 302.95%-292.1pp |
| Employer contribution / active EE | $12,000 | $4,117+191.5% | $3,263+267.7% | $4,762+152.0% |
| Participant deferral / active EE | $2,200 | $5,225-57.9% | $4,266-48.4% | $5,983-63.2% |
| Admin fee / account holder | $74 | $8,604-99.1% | $6,581-98.9% | $11,250-99.3% |