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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,615 | $99,652+25.0% | $78,778+58.2% | $147,586-15.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 19.21% | 47.28%-28.1pp | 35.62%-16.4pp | 578.59%-559.4pp |
| Employer contribution / active EE | $2,670 | $2,796-4.5% | $1,986+34.5% | $4,876-45.2% |
| Participant deferral / active EE | $2,876 | $3,664-21.5% | $2,958-2.8% | $5,439-47.1% |
| Admin fee / account holder | $234 | $7,155-96.7% | $5,134-95.4% | $10,886-97.9% |