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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,517 | $99,053+128.7% | $88,179+156.9% | $138,895+63.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 18.33% | 78.17%-59.8pp | 64.97%-46.6pp | 145.39%-127.1pp |
| Employer contribution / active EE | $2,749 | $2,882-4.6% | $2,549+7.8% | $4,194-34.4% |
| Participant deferral / active EE | $9,013 | $5,225+72.5% | $4,614+95.3% | $6,396+40.9% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |