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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,247 | $99,652+69.8% | $78,778+114.8% | $147,586+14.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.2%+10.8pp | 82.8%-2.8pp |
| Annual return | 15.49% | 47.28%-31.8pp | 35.62%-20.1pp | 578.59%-563.1pp |
| Employer contribution / active EE | $2,244 | $2,796-19.7% | $1,986+13.0% | $4,876-54.0% |
| Participant deferral / active EE | $6,058 | $3,664+65.4% | $2,958+104.8% | $5,439+11.4% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |