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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,498 | $97,125+59.1% | $86,233+79.2% | $137,256+12.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.46% | 74.19%-55.7pp | 61.39%-42.9pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,485 | $2,841-47.7% | $2,504-40.7% | $4,156-64.3% |
| Participant deferral / active EE | $22,500 | $5,180+334.4% | $4,559+393.5% | $6,407+251.2% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |