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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,327 | $48,314+103.5% | $67,561+45.5% | $80,925+21.5% |
| Participation rate | 76.8% | 66.4%+10.4pp | 72.9%+3.9pp | 67.7%+9.1pp |
| Annual return | 11.90% | 18.28%-6.4pp | 3525.44%-3513.5pp | 35.65%-23.8pp |
| Employer contribution / active EE | $4,893 | $2,022+142.0% | $2,735+78.9% | $2,756+77.5% |
| Participant deferral / active EE | $1,292 | $2,927-55.9% | $4,003-67.7% | $4,299-69.9% |
| Admin fee / account holder | $0 | $3,690-100.0% | $4,006-100.0% | $6,940-100.0% |