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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,813 | $119,143+35.0% | $88,632+81.4% | $152,909+5.2% |
| Participation rate | 70.0% | 73.4%-3.4pp | 68.8%+1.2pp | 82.5%-12.5pp |
| Annual return | 29.56% | 48.12%-18.6pp | 43.75%-14.2pp | 345.46%-315.9pp |
| Employer contribution / active EE | $6,278 | $2,675+134.7% | $2,101+198.8% | $4,764+31.8% |
| Participant deferral / active EE | $2,153 | $3,555-39.4% | $2,917-26.2% | $5,851-63.2% |
| Admin fee / account holder | $0 | $5,875-100.0% | $4,308-100.0% | $11,601-100.0% |