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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,864 | $103,392+92.3% | $87,104+128.3% | $152,897+30.1% |
| Participation rate | 71.4% | 79.4%-7.9pp | 76.9%-5.4pp | 82.5%-11.0pp |
| Annual return | 12.63% | 28.10%-15.5pp | 28.19%-15.6pp | 345.43%-332.8pp |
| Employer contribution / active EE | $2,349 | $3,221-27.1% | $2,521-6.9% | $4,764-50.7% |
| Participant deferral / active EE | $7,322 | $4,778+53.2% | $4,048+80.9% | $5,851+25.1% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |