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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,327 | $48,337+103.4% | $67,560+45.5% | $80,959+21.5% |
| Participation rate | 76.8% | 66.4%+10.4pp | 72.9%+3.9pp | 67.7%+9.1pp |
| Annual return | 11.90% | 18.26%-6.4pp | 3533.50%-3521.6pp | 35.67%-23.8pp |
| Employer contribution / active EE | $4,893 | $2,023+141.9% | $2,737+78.8% | $2,757+77.5% |
| Participant deferral / active EE | $1,292 | $2,928-55.9% | $4,004-67.7% | $4,300-70.0% |
| Admin fee / account holder | $0 | $3,695-100.0% | $3,994-100.0% | $6,925-100.0% |