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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,903 | $99,652+15.3% | $78,778+45.9% | $147,586-22.1% |
| Participation rate | 90.0% | 76.2%+13.8pp | 69.2%+20.8pp | 82.8%+7.2pp |
| Annual return | 17.20% | 47.28%-30.1pp | 35.62%-18.4pp | 578.59%-561.4pp |
| Employer contribution / active EE | $13,302 | $2,796+375.8% | $1,986+569.9% | $4,876+172.8% |
| Participant deferral / active EE | $4,582 | $3,664+25.1% | $2,958+54.9% | $5,439-15.8% |
| Admin fee / account holder | $1 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |