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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,087 | $98,776+97.5% | $149,745+30.3% | $79,856+144.3% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.5%+11.8pp | 69.6%+24.6pp |
| Annual return | 13.07% | 27.38%-14.3pp | 276.72%-263.7pp | 31.71%-18.6pp |
| Employer contribution / active EE | $4,020 | $3,217+24.9% | $4,646-13.5% | $2,471+62.7% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $166 | $6,053-97.3% | $9,312-98.2% | $5,306-96.9% |