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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,455 | $109,967+68.6% | $97,197+90.8% | $145,877+27.1% |
| Participation rate | 80.0% | 76.0%+4.0pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 11.60% | 244.27%-232.7pp | 75.47%-63.9pp | 551.28%-539.7pp |
| Employer contribution / active EE | $890 | $3,077-71.1% | $2,723-67.3% | $4,663-80.9% |
| Participant deferral / active EE | $12,200 | $4,676+160.9% | $4,263+186.2% | $6,691+82.3% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |