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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,484 | $102,638+101.2% | $81,991+151.8% | $158,966+29.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 12.25% | 61.05%-48.8pp | 41.31%-29.1pp | 302.95%-290.7pp |
| Employer contribution / active EE | $3,324 | $3,241+2.6% | $2,498+33.1% | $4,762-30.2% |
| Participant deferral / active EE | $7,573 | $4,649+62.9% | $3,722+103.4% | $5,983+26.6% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,250-100.0% |