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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,606 | $115,917+70.5% | $100,535+96.6% | $158,982+24.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 62.71% | 34.80%+27.9pp | 30.90%+31.8pp | 302.99%-240.3pp |
| Employer contribution / active EE | $719 | $4,105-82.5% | $3,419-79.0% | $4,763-84.9% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $135 | $11,002-98.8% | $8,085-98.3% | $11,252-98.8% |