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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,151 | $106,923+117.1% | $84,023+176.3% | $152,909+51.8% |
| Participation rate | 85.7% | 75.3%+10.5pp | 69.0%+16.7pp | 82.5%+3.3pp |
| Annual return | 18.84% | 105.02%-86.2pp | 71.32%-52.5pp | 345.46%-326.6pp |
| Employer contribution / active EE | $11,871 | $2,735+334.0% | $1,984+498.4% | $4,764+149.2% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $25 | $8,289-99.7% | $6,102-99.6% | $11,601-99.8% |