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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,765 | $95,975+79.0% | $74,549+130.4% | $135,379+26.9% |
| Participation rate | 93.8% | 75.7%+18.1pp | 69.1%+24.6pp | 82.6%+11.1pp |
| Annual return | 9.34% | 56.96%-47.6pp | 32.53%-23.2pp | 519.79%-510.4pp |
| Employer contribution / active EE | $4,266 | $2,716+57.0% | $1,961+117.5% | $4,779-10.7% |
| Participant deferral / active EE | $4,471 | $3,844+16.3% | $3,108+43.8% | $5,609-20.3% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |