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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,918 | $115,911+87.1% | $100,530+115.8% | $158,950+36.5% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 20.45% | 34.80%-14.3pp | 30.89%-10.4pp | 302.91%-282.5pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $12,049 | $6,676+80.5% | $6,271+92.1% | $5,983+101.4% |
| Admin fee / account holder | $0 | $10,999-100.0% | $8,083-100.0% | $11,248-100.0% |