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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,057 | $104,251+131.2% | $91,004+164.9% | $147,586+63.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 13.82% | 27.06%-13.2pp | 4.60%+9.2pp | 578.59%-564.8pp |
| Employer contribution / active EE | $9,363 | $3,116+200.5% | $2,456+281.3% | $4,876+92.0% |
| Participant deferral / active EE | $8,400 | $4,195+100.2% | $3,548+136.8% | $5,439+54.4% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |