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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,818 | $93,617+57.9% | $135,982+8.7% | $75,177+96.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.34% | 30.89%-13.6pp | 68.32%-51.0pp | 160.75%-143.4pp |
| Employer contribution / active EE | $2,911 | $3,538-17.7% | $4,859-40.1% | $2,671+9.0% |
| Participant deferral / active EE | $9,347 | $6,406+45.9% | $7,760+20.4% | $4,126+126.5% |
| Admin fee / account holder | $0 | $6,980-100.0% | $10,767-100.0% | $5,651-100.0% |