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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,170 | $79,223+142.6% | $102,460+87.6% | $74,478+158.0% |
| Participation rate | 95.4% | 74.8%+20.6pp | 76.5%+18.9pp | 67.2%+28.2pp |
| Annual return | 30.35% | 54.98%-24.6pp | 29.47%+0.9pp | 1370.56%-1340.2pp |
| Employer contribution / active EE | $2,733 | $2,363+15.6% | $3,025-9.7% | $2,626+4.1% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,003-100.0% | $9,460-100.0% | $1,946-100.0% |