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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,936 | $149,741+66.9% | $118,914+110.2% | $158,982+57.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 14.57% | 19.94%-5.4pp | 35.89%-21.3pp | 302.99%-288.4pp |
| Employer contribution / active EE | $19,514 | $4,119+373.8% | $3,264+497.8% | $4,763+309.7% |
| Participant deferral / active EE | $3,300 | $5,226-36.8% | $4,266-22.6% | $5,983-44.8% |
| Admin fee / account holder | $0 | $8,607-100.0% | $6,582-100.0% | $11,252-100.0% |