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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,245 | $97,125+129.9% | $86,233+158.9% | $137,256+62.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.23% | 74.19%-55.0pp | 61.39%-42.2pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,800 | $2,841-1.5% | $2,504+11.8% | $4,156-32.6% |
| Participant deferral / active EE | $8,417 | $5,180+62.5% | $4,559+84.6% | $6,407+31.4% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |