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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,211 | $124,346+45.7% | $111,308+62.8% | $167,536+8.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 11.15% | 37.45%-26.3pp | 54.67%-43.5pp | 478.82%-467.7pp |
| Employer contribution / active EE | $1,569 | $3,437-54.3% | $2,732-42.6% | $4,839-67.6% |
| Participant deferral / active EE | $5,727 | $5,182+10.5% | $4,487+27.6% | $6,342-9.7% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |