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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,419 | $100,139+70.2% | $85,187+100.1% | $145,884+16.8% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 15.25% | 84.15%-68.9pp | 66.67%-51.4pp | 551.85%-536.6pp |
| Employer contribution / active EE | $1,933 | $3,238-40.3% | $2,732-29.3% | $4,662-58.6% |
| Participant deferral / active EE | $2,425 | $5,296-54.2% | $4,525-46.4% | $6,690-63.8% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |