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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,150 | $99,652+140.0% | $78,778+203.6% | $147,585+62.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 16.15% | 47.28%-31.1pp | 35.62%-19.5pp | 578.58%-562.4pp |
| Employer contribution / active EE | $1,175 | $2,796-58.0% | $1,986-40.8% | $4,876-75.9% |
| Participant deferral / active EE | $1,365 | $3,664-62.7% | $2,958-53.9% | $5,439-74.9% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |