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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,624 | $110,379+83.6% | $102,412+97.9% | $145,884+38.9% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 9.77% | 24.84%-15.1pp | 24.94%-15.2pp | 551.85%-542.1pp |
| Employer contribution / active EE | $2,716 | $4,216-35.6% | $3,870-29.8% | $4,662-41.7% |
| Participant deferral / active EE | $8,855 | $5,622+57.5% | $5,060+75.0% | $6,690+32.4% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |