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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,902 | $96,524+112.3% | $75,900+170.0% | $152,909+34.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 19.15% | 33.93%-14.8pp | 30.73%-11.6pp | 345.46%-326.3pp |
| Employer contribution / active EE | $767 | $3,311-76.8% | $2,501-69.4% | $4,764-83.9% |
| Participant deferral / active EE | $1,112 | $4,554-75.6% | $3,604-69.2% | $5,851-81.0% |
| Admin fee / account holder | $0 | $8,082-100.0% | $5,421-100.0% | $11,601-100.0% |