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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,106 | $100,203+51.8% | $85,240+78.4% | $145,897+4.3% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 11.51% | 84.28%-72.8pp | 66.75%-55.2pp | 552.29%-540.8pp |
| Employer contribution / active EE | $1,282 | $3,242-60.4% | $2,735-53.1% | $4,663-72.5% |
| Participant deferral / active EE | $4,418 | $5,299-16.6% | $4,527-2.4% | $6,689-33.9% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |