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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,666 | $99,053+80.4% | $88,179+102.6% | $138,895+28.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 23.00% | 78.17%-55.2pp | 64.97%-42.0pp | 145.39%-122.4pp |
| Employer contribution / active EE | $51,230 | $2,882+1677.5% | $2,549+1909.5% | $4,194+1121.4% |
| Participant deferral / active EE | $15,385 | $5,225+194.4% | $4,614+233.5% | $6,396+140.5% |
| Admin fee / account holder | $189 | $8,748-97.8% | $7,673-97.5% | $12,562-98.5% |