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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,000 | $99,652+91.7% | $78,778+142.5% | $147,586+29.4% |
| Participation rate | 90.5% | 76.2%+14.2pp | 69.2%+21.3pp | 82.8%+7.6pp |
| Annual return | 17.66% | 47.28%-29.6pp | 35.62%-18.0pp | 578.59%-560.9pp |
| Employer contribution / active EE | $4,465 | $2,796+59.7% | $1,986+124.8% | $4,876-8.4% |
| Participant deferral / active EE | $4,680 | $3,664+27.8% | $2,958+58.2% | $5,439-13.9% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |