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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,225 | $99,652+123.0% | $78,778+182.1% | $147,585+50.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 17.35% | 47.28%-29.9pp | 35.62%-18.3pp | 578.58%-561.2pp |
| Employer contribution / active EE | $5,716 | $2,796+104.5% | $1,986+187.9% | $4,876+17.2% |
| Participant deferral / active EE | $4,987 | $3,664+36.1% | $2,958+68.6% | $5,439-8.3% |
| Admin fee / account holder | $218 | $7,155-96.9% | $5,134-95.7% | $10,886-98.0% |