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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,628 | $99,652+55.2% | $78,778+96.3% | $147,586+4.8% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.2%+19.7pp | 82.8%+6.1pp |
| Annual return | 23.46% | 47.28%-23.8pp | 35.62%-12.2pp | 578.59%-555.1pp |
| Employer contribution / active EE | $2,573 | $2,796-8.0% | $1,986+29.6% | $4,876-47.2% |
| Participant deferral / active EE | $6,926 | $3,664+89.1% | $2,958+134.1% | $5,439+27.3% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |