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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,832 | $117,433+50.6% | $99,475+77.8% | $152,897+15.7% |
| Participation rate | 83.3% | 77.5%+5.8pp | 73.8%+9.5pp | 82.5%+0.9pp |
| Annual return | 7.83% | 31.87%-24.0pp | 30.72%-22.9pp | 345.43%-337.6pp |
| Employer contribution / active EE | $3,333 | $3,013+10.6% | $2,540+31.2% | $4,764-30.0% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $7,634-100.0% | $6,252-100.0% | $11,599-100.0% |