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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,827 | $105,929+80.1% | $81,716+133.5% | $158,966+20.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 18.81% | 38.19%-19.4pp | 29.49%-10.7pp | 302.95%-284.1pp |
| Employer contribution / active EE | $3,103 | $7,802-60.2% | $4,310-28.0% | $4,762-34.8% |
| Participant deferral / active EE | $4,884 | $13,007-62.4% | $7,108-31.3% | $5,983-18.4% |
| Admin fee / account holder | $0 | $8,492-100.0% | $5,159-100.0% | $11,250-100.0% |