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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,091 | $75,962+197.6% | $154,108+46.7% | $64,173+252.3% |
| Participation rate | 92.0% | 70.4%+21.6pp | 83.0%+9.0pp | 69.6%+22.4pp |
| Annual return | -5.20% | 30.32%-35.5pp | 735.21%-740.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $12,405 | $3,350+270.3% | $5,298+134.2% | $2,381+421.0% |
| Participant deferral / active EE | $2,451 | $3,175-22.8% | $5,081-51.8% | $3,470-29.4% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |