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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,781 | $115,814+57.8% | $101,275+80.5% | $158,982+15.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.93% | 56.16%-39.2pp | 46.48%-29.6pp | 302.99%-286.1pp |
| Employer contribution / active EE | $3,978 | $4,176-4.7% | $3,660+8.7% | $4,763-16.5% |
| Participant deferral / active EE | $7,836 | $4,958+58.0% | $4,371+79.3% | $5,983+31.0% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |