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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,538 | $124,980+92.5% | $108,359+122.0% | $154,746+55.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.69% | 45.00%-31.3pp | 36.89%-23.2pp | 172.34%-158.6pp |
| Employer contribution / active EE | $2,543 | $2,851-10.8% | $2,399+6.0% | $4,379-41.9% |
| Participant deferral / active EE | $17,588 | $4,743+270.8% | $4,137+325.1% | $6,730+161.3% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |