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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,838 | $112,112+106.8% | $95,956+141.6% | $158,950+45.9% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 16.67% | 171.15%-154.5pp | 91.63%-75.0pp | 302.91%-286.2pp |
| Employer contribution / active EE | $1,730 | $3,199-45.9% | $2,541-31.9% | $4,762-63.7% |
| Participant deferral / active EE | $6,558 | $4,784+37.1% | $4,167+57.4% | $5,983+9.6% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,797-100.0% | $11,248-100.0% |