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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,787 | $102,638+39.1% | $81,982+74.2% | $158,982-10.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 18.01% | 61.05%-43.0pp | 41.31%-23.3pp | 302.99%-285.0pp |
| Employer contribution / active EE | $9,587 | $3,241+195.8% | $2,498+283.7% | $4,763+101.3% |
| Participant deferral / active EE | $14,692 | $4,649+216.0% | $3,722+294.7% | $5,983+145.5% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,252-100.0% |