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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,748 | $101,063+99.6% | $81,473+147.6% | $147,585+36.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 20.24% | 32.41%-12.2pp | 38.78%-18.5pp | 578.58%-558.3pp |
| Employer contribution / active EE | $8,180 | $3,206+155.2% | $2,568+218.6% | $4,876+67.8% |
| Participant deferral / active EE | $4,914 | $4,242+15.8% | $3,537+38.9% | $5,439-9.6% |
| Admin fee / account holder | $23 | $5,812-99.6% | $4,561-99.5% | $10,886-99.8% |