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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,801 | $93,346+149.4% | $71,796+224.3% | $273,972-15.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.22% | 130.39%-125.2pp | 78.04%-72.8pp | 41.46%-36.2pp |
| Employer contribution / active EE | $2,616 | $2,733-4.3% | $1,924+35.9% | $4,869-46.3% |
| Participant deferral / active EE | $2,946 | $3,475-15.2% | $2,794+5.4% | $5,287-44.3% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |