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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,531 | $99,652+32.0% | $78,778+67.0% | $147,586-10.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 15.47% | 47.28%-31.8pp | 35.62%-20.1pp | 578.59%-563.1pp |
| Employer contribution / active EE | $4,844 | $2,796+73.3% | $1,986+143.9% | $4,876-0.7% |
| Participant deferral / active EE | $4,978 | $3,664+35.9% | $2,958+68.3% | $5,439-8.5% |
| Admin fee / account holder | $250 | $7,155-96.5% | $5,134-95.1% | $10,886-97.7% |