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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,245 | $108,882+105.0% | $96,754+130.7% | $154,746+44.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 19.23% | 98.39%-79.2pp | 82.04%-62.8pp | 172.34%-153.1pp |
| Employer contribution / active EE | $2,800 | $3,018-7.2% | $2,679+4.5% | $4,379-36.1% |
| Participant deferral / active EE | $8,417 | $5,323+58.1% | $4,758+76.9% | $6,730+25.1% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |