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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,304 | $149,741+55.8% | $118,914+96.2% | $158,982+46.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 17.55% | 19.94%-2.4pp | 35.89%-18.3pp | 302.99%-285.4pp |
| Employer contribution / active EE | $2,304 | $4,119-44.1% | $3,264-29.4% | $4,763-51.6% |
| Participant deferral / active EE | $4,503 | $5,226-13.8% | $4,266+5.5% | $5,983-24.8% |
| Admin fee / account holder | $276 | $8,607-96.8% | $6,582-95.8% | $11,252-97.5% |