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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,967 | $115,810+71.8% | $101,271+96.5% | $158,966+25.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.67% | 56.15%-46.5pp | 46.48%-36.8pp | 302.95%-293.3pp |
| Employer contribution / active EE | $1,748 | $4,175-58.1% | $3,660-52.3% | $4,762-63.3% |
| Participant deferral / active EE | $25,000 | $4,958+404.2% | $4,371+472.0% | $5,983+317.8% |
| Admin fee / account holder | -$205 | $7,248-102.8% | $5,948-103.4% | $11,250-101.8% |