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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,290 | $115,814+53.9% | $101,275+76.0% | $158,982+12.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.21% | 56.16%-44.9pp | 46.48%-35.3pp | 302.99%-291.8pp |
| Employer contribution / active EE | $13,375 | $4,176+220.3% | $3,660+265.4% | $4,763+180.8% |
| Participant deferral / active EE | $3,340 | $4,958-32.6% | $4,371-23.6% | $5,983-44.2% |
| Admin fee / account holder | $178 | $7,249-97.5% | $5,948-97.0% | $11,252-98.4% |