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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,531 | $69,248+191.0% | $64,101+214.4% | $139,466+44.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.41% | 45.95%-29.5pp | 33.72%-17.3pp | 373.66%-357.3pp |
| Employer contribution / active EE | $2,765 | $3,185-13.2% | $2,749+0.6% | $4,754-41.8% |
| Participant deferral / active EE | $6,520 | $4,682+39.2% | $3,881+68.0% | $6,712-2.9% |
| Admin fee / account holder | $201 | $4,247-95.3% | $3,070-93.5% | $11,409-98.2% |