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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,029 | $105,929+105.8% | $81,926+166.1% | $158,950+37.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 22.47% | 38.19%-15.7pp | 29.49%-7.0pp | 302.91%-280.4pp |
| Employer contribution / active EE | $4,051 | $7,802-48.1% | $4,310-6.0% | $4,762-14.9% |
| Participant deferral / active EE | $7,407 | $13,007-43.1% | $7,108+4.2% | $5,983+23.8% |
| Admin fee / account holder | $0 | $8,492-100.0% | $5,159-100.0% | $11,248-100.0% |