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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,294 | $85,766+169.7% | $136,295+69.7% | $70,131+229.8% |
| Participation rate | 81.5% | 74.2%+7.3pp | 81.9%-0.4pp | 69.5%+11.9pp |
| Annual return | 16.22% | 31.45%-15.2pp | 5155.97%-5139.8pp | 73.14%-56.9pp |
| Employer contribution / active EE | $4,259 | $2,966+43.6% | $4,695-9.3% | $2,342+81.8% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |