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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,638 | $85,060+142.9% | $70,565+192.8% | $139,487+48.1% |
| Participation rate | 92.3% | 73.9%+18.4pp | 68.4%+24.0pp | 80.3%+12.0pp |
| Annual return | 11.37% | 30.39%-19.0pp | 32.79%-21.4pp | 373.84%-362.5pp |
| Employer contribution / active EE | $6,308 | $3,912+61.2% | $2,976+112.0% | $4,755+32.7% |
| Participant deferral / active EE | $0 | $5,891-100.0% | $4,568-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $8,932-100.0% | $6,430-100.0% | $11,407-100.0% |