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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,951 | $99,053+134.2% | $88,179+163.0% | $138,895+67.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 14.99% | 78.17%-63.2pp | 64.97%-50.0pp | 145.39%-130.4pp |
| Employer contribution / active EE | $14,083 | $2,882+388.7% | $2,549+452.4% | $4,194+235.8% |
| Participant deferral / active EE | $14,879 | $5,225+184.7% | $4,614+222.5% | $6,396+132.6% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |