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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,470 | $117,859+65.9% | $102,438+90.8% | $145,959+33.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 21.95% | 31.72%-9.8pp | 29.37%-7.4pp | 561.95%-540.0pp |
| Employer contribution / active EE | $9,504 | $3,615+162.9% | $3,024+214.3% | $4,661+103.9% |
| Participant deferral / active EE | $4,950 | $5,732-13.6% | $5,054-2.1% | $6,689-26.0% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |