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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,156 | $111,535+118.9% | $105,223+132.0% | $137,256+77.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.98% | 237.85%-221.9pp | 180.65%-164.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,808 | $3,939-28.7% | $3,689-23.9% | $4,156-32.4% |
| Participant deferral / active EE | $15,500 | $5,500+181.8% | $5,072+205.6% | $6,407+141.9% |
| Admin fee / account holder | $33 | $9,721-99.7% | $8,859-99.6% | $12,270-99.7% |