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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,620 | $116,190+72.7% | $93,614+114.3% | $152,885+31.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 31.04% | 35.96%-4.9pp | 32.76%-1.7pp | 345.39%-314.3pp |
| Employer contribution / active EE | $5,307 | $3,219+64.9% | $2,718+95.2% | $4,763+11.4% |
| Participant deferral / active EE | $7,531 | $4,604+63.6% | $4,069+85.1% | $5,851+28.7% |
| Admin fee / account holder | $0 | $10,749-100.0% | $7,889-100.0% | $11,598-100.0% |