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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,033 | $106,247+77.0% | $96,515+94.8% | $139,466+34.8% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 31.49% | 38.47%-7.0pp | 35.73%-4.2pp | 373.66%-342.2pp |
| Employer contribution / active EE | $10,785 | $4,106+162.7% | $3,740+188.4% | $4,754+126.9% |
| Participant deferral / active EE | $4,498 | $5,456-17.6% | $4,880-7.8% | $6,712-33.0% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |