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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,381 | $124,330+50.7% | $109,173+71.6% | $167,536+11.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 47.11% | 26.04%+21.1pp | 25.75%+21.4pp | 478.82%-431.7pp |
| Employer contribution / active EE | $2,528 | $4,209-39.9% | $3,723-32.1% | $4,839-47.8% |
| Participant deferral / active EE | $1,812 | $5,256-65.5% | $4,654-61.1% | $6,342-71.4% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |