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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,112 | $176,794+20.0% | $146,647+44.6% | $167,553+26.6% |
| Participation rate | 70.0% | 83.6%-13.6pp | 80.1%-10.1pp | 82.1%-12.1pp |
| Annual return | 15.52% | 24.04%-8.5pp | 22.75%-7.2pp | 478.89%-463.4pp |
| Employer contribution / active EE | $1,755 | $5,161-66.0% | $4,137-57.6% | $4,840-63.7% |
| Participant deferral / active EE | $7,234 | $6,440+12.3% | $5,506+31.4% | $6,343+14.0% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |