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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,172 | $133,981+37.5% | $112,249+64.1% | $134,532+36.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 4.06% | 47.16%-43.1pp | 27.48%-23.4pp | 418.27%-414.2pp |
| Employer contribution / active EE | $4,537 | $4,040+12.3% | $3,636+24.8% | $4,741-4.3% |
| Participant deferral / active EE | $8,765 | $5,292+65.6% | $4,729+85.3% | $6,401+36.9% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |