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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,220 | $108,942+100.3% | $100,415+117.3% | $145,897+49.6% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 21.54% | 58.27%-36.7pp | 49.47%-27.9pp | 552.29%-530.8pp |
| Employer contribution / active EE | $3,543 | $4,422-19.9% | $3,943-10.2% | $4,663-24.0% |
| Participant deferral / active EE | $6,409 | $8,461-24.2% | $8,091-20.8% | $6,689-4.2% |
| Admin fee / account holder | $8 | $9,702-99.9% | $7,906-99.9% | $13,390-99.9% |