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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,196 | $98,240+97.7% | $82,312+135.9% | $147,586+31.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.82% | 30.85%-17.0pp | 25.88%-12.1pp | 578.59%-564.8pp |
| Employer contribution / active EE | $4,180 | $3,192+31.0% | $2,428+72.1% | $4,876-14.3% |
| Participant deferral / active EE | $10,388 | $4,383+137.0% | $3,706+180.3% | $5,439+91.0% |
| Admin fee / account holder | $264 | $8,563-96.9% | $5,608-95.3% | $10,886-97.6% |