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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,455 | $109,904+68.7% | $97,167+90.9% | $145,959+27.1% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 11.60% | 243.43%-231.8pp | 75.27%-63.7pp | 561.95%-550.4pp |
| Employer contribution / active EE | $890 | $3,084-71.1% | $2,729-67.4% | $4,661-80.9% |
| Participant deferral / active EE | $12,200 | $4,676+160.9% | $4,264+186.1% | $6,689+82.4% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |