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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,701 | $127,296+31.7% | $109,907+52.6% | $167,536+0.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 41.03% | 22.97%+18.1pp | 29.46%+11.6pp | 478.82%-437.8pp |
| Employer contribution / active EE | $2,400 | $3,325-27.8% | $2,844-15.6% | $4,839-50.4% |
| Participant deferral / active EE | $19,500 | $4,513+332.1% | $4,047+381.9% | $6,342+207.5% |
| Admin fee / account holder | $0 | $7,119-100.0% | $6,069-100.0% | $12,315-100.0% |