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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,000 | $85,171+53.8% | $172,753-24.2% | $72,976+79.5% |
| Participation rate | 71.9% | 70.1%+1.8pp | 82.6%-10.8pp | 69.5%+2.4pp |
| Annual return | 19.27% | 27.32%-8.0pp | 803.00%-783.7pp | 81.02%-61.7pp |
| Employer contribution / active EE | $7,768 | $3,324+133.7% | $5,144+51.0% | $2,440+218.4% |
| Participant deferral / active EE | $4,905 | $3,260+50.5% | $5,198-5.6% | $3,608+36.0% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,956-100.0% | $5,124-100.0% |