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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,080 | $115,814+24.4% | $101,275+42.3% | $158,982-9.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.78% | 56.16%-48.4pp | 46.48%-38.7pp | 302.99%-295.2pp |
| Employer contribution / active EE | $2,426 | $4,176-41.9% | $3,660-33.7% | $4,763-49.1% |
| Participant deferral / active EE | $2,774 | $4,958-44.0% | $4,371-36.5% | $5,983-53.6% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |