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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,954 | $76,312+162.0% | $67,221+197.5% | $158,982+25.8% |
| Participation rate | 95.2% | 84.3%+10.9pp | 79.4%+15.9pp | 82.0%+13.3pp |
| Annual return | 13.04% | 22.77%-9.7pp | 20.72%-7.7pp | 302.99%-289.9pp |
| Employer contribution / active EE | $6,839 | $4,476+52.8% | $3,723+83.7% | $4,763+43.6% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $4,384-100.0% | $5,983-100.0% |
| Admin fee / account holder | $12 | $8,005-99.8% | $5,844-99.8% | $11,252-99.9% |