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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,778 | $115,814+53.5% | $101,275+75.5% | $158,982+11.8% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 7.80% | 56.16%-48.4pp | 46.48%-38.7pp | 302.99%-295.2pp |
| Employer contribution / active EE | $1,671 | $4,176-60.0% | $3,660-54.3% | $4,763-64.9% |
| Participant deferral / active EE | $12,353 | $4,958+149.1% | $4,371+182.6% | $5,983+106.5% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |