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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,888 | $77,901+105.2% | $149,717+6.8% | $75,181+112.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.90% | 31.73%-15.8pp | 134.41%-118.5pp | 160.69%-144.8pp |
| Employer contribution / active EE | $7,164 | $3,137+128.3% | $4,820+48.6% | $2,671+168.3% |
| Participant deferral / active EE | $5,214 | $3,411+52.9% | $5,682-8.2% | $4,126+26.4% |
| Admin fee / account holder | $0 | $5,949-100.0% | $13,213-100.0% | $5,650-100.0% |