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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,304 | $149,778+55.8% | $118,946+96.1% | $158,950+46.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 17.55% | 19.95%-2.4pp | 35.89%-18.3pp | 302.91%-285.4pp |
| Employer contribution / active EE | $2,304 | $4,117-44.0% | $3,263-29.4% | $4,762-51.6% |
| Participant deferral / active EE | $4,503 | $5,225-13.8% | $4,266+5.6% | $5,983-24.7% |
| Admin fee / account holder | $276 | $8,604-96.8% | $6,581-95.8% | $11,248-97.5% |