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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,863 | $157,296+46.8% | $141,191+63.5% | $152,897+51.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 27.08% | 64.34%-37.3pp | 71.41%-44.3pp | 345.43%-318.3pp |
| Employer contribution / active EE | $3,811 | $5,262-27.6% | $4,736-19.5% | $4,764-20.0% |
| Participant deferral / active EE | $12,656 | $7,111+78.0% | $6,710+88.6% | $5,851+116.3% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |