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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,824 | $69,252+34.0% | $64,099+44.8% | $139,456-33.4% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.3%+11.0pp | 80.3%+3.0pp |
| Annual return | 12.54% | 45.89%-33.4pp | 33.70%-21.2pp | 373.45%-360.9pp |
| Employer contribution / active EE | $7,162 | $3,184+124.9% | $2,748+160.6% | $4,753+50.7% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $3,881-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $4,248-100.0% | $3,070-100.0% | $11,407-100.0% |