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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,173 | $115,810+82.3% | $101,271+108.5% | $158,966+32.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.02% | 56.15%-43.1pp | 46.48%-33.5pp | 302.95%-289.9pp |
| Employer contribution / active EE | $4,686 | $4,175+12.2% | $3,660+28.0% | $4,762-1.6% |
| Participant deferral / active EE | $13,138 | $4,958+165.0% | $4,371+200.6% | $5,983+119.6% |
| Admin fee / account holder | $30 | $7,248-99.6% | $5,948-99.5% | $11,250-99.7% |