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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,321 | $176,402+14.7% | $134,162+50.8% | $158,966+27.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 6.12% | 63.66%-57.5pp | 36.35%-30.2pp | 302.95%-296.8pp |
| Employer contribution / active EE | $5,292 | $5,042+4.9% | $3,705+42.8% | $4,762+11.1% |
| Participant deferral / active EE | $6,500 | $4,093+58.8% | $3,500+85.7% | $5,983+8.6% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,250-100.0% |