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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,459 | $69,118+192.9% | $53,647+277.4% | $138,895+45.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 19.85% | 248.26%-228.4pp | 358.33%-338.5pp | 145.39%-125.5pp |
| Employer contribution / active EE | $3,837 | $1,189+222.5% | $962+298.8% | $4,194-8.5% |
| Participant deferral / active EE | $17,487 | $2,274+669.0% | $1,813+864.4% | $6,396+173.4% |
| Admin fee / account holder | $222 | $2,724-91.8% | $2,460-91.0% | $12,562-98.2% |