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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,821 | $98,240+135.0% | $82,312+180.4% | $147,586+56.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.68% | 30.85%-13.2pp | 25.88%-8.2pp | 578.59%-560.9pp |
| Employer contribution / active EE | $5,909 | $3,192+85.1% | $2,428+143.3% | $4,876+21.2% |
| Participant deferral / active EE | $5,099 | $4,383+16.3% | $3,706+37.6% | $5,439-6.3% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |