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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,170 | $79,184+142.7% | $102,438+87.6% | $74,546+157.8% |
| Participation rate | 95.4% | 74.8%+20.6pp | 76.5%+18.9pp | 67.2%+28.2pp |
| Annual return | 30.35% | 54.95%-24.6pp | 29.37%+1.0pp | 1366.03%-1335.7pp |
| Employer contribution / active EE | $2,733 | $2,362+15.7% | $3,024-9.6% | $2,624+4.1% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $5,054-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,001-100.0% | $9,448-100.0% | $1,944-100.0% |