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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,253 | $99,652+72.9% | $78,778+118.7% | $147,586+16.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.47% | 47.28%-32.8pp | 35.62%-21.1pp | 578.59%-564.1pp |
| Employer contribution / active EE | $2,185 | $2,796-21.8% | $1,986+10.0% | $4,876-55.2% |
| Participant deferral / active EE | $4,550 | $3,664+24.2% | $2,958+53.8% | $5,439-16.3% |
| Admin fee / account holder | $273 | $7,155-96.2% | $5,134-94.7% | $10,886-97.5% |