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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,404 | $124,330+80.5% | $109,173+105.5% | $167,536+33.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.21% | 26.04%-10.8pp | 25.75%-10.5pp | 478.82%-463.6pp |
| Employer contribution / active EE | $2,531 | $4,209-39.9% | $3,723-32.0% | $4,839-47.7% |
| Participant deferral / active EE | $9,566 | $5,256+82.0% | $4,654+105.6% | $6,342+50.8% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |