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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,032 | $99,652+80.7% | $78,778+128.5% | $147,586+22.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 19.42% | 47.28%-27.9pp | 35.62%-16.2pp | 578.59%-559.2pp |
| Employer contribution / active EE | $3,419 | $2,796+22.3% | $1,986+72.2% | $4,876-29.9% |
| Participant deferral / active EE | $9,181 | $3,664+150.6% | $2,958+210.3% | $5,439+68.8% |
| Admin fee / account holder | $205 | $7,155-97.1% | $5,134-96.0% | $10,886-98.1% |