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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,405 | $93,098+150.7% | $77,081+202.8% | $134,509+73.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 9.68% | 62.63%-52.9pp | 42.33%-32.6pp | 418.13%-408.5pp |
| Employer contribution / active EE | $2,978 | $3,419-12.9% | $2,813+5.8% | $4,741-37.2% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $4,428-100.0% | $6,400-100.0% |
| Admin fee / account holder | $120 | $6,945-98.3% | $5,427-97.8% | $11,427-98.9% |