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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,860 | $106,230+130.5% | $147,080+66.5% | $77,736+215.0% |
| Participation rate | 99.7% | 78.4%+21.3pp | 82.2%+17.5pp | 70.6%+29.1pp |
| Annual return | 26.15% | 56.91%-30.8pp | 420.17%-394.0pp | 31.26%-5.1pp |
| Employer contribution / active EE | $4,642 | $4,072+14.0% | $4,933-5.9% | $2,728+70.2% |
| Participant deferral / active EE | $0 | $8,001-100.0% | $8,066-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $12,989-100.0% | $433-100.0% |