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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,170 | $95,580+81.2% | $76,872+125.3% | $139,466+24.2% |
| Participation rate | 80.0% | 74.0%+6.0pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 10.09% | 55.00%-44.9pp | 37.90%-27.8pp | 373.66%-363.6pp |
| Employer contribution / active EE | $2,038 | $3,145-35.2% | $2,533-19.5% | $4,754-57.1% |
| Participant deferral / active EE | $7,258 | $4,623+57.0% | $3,832+89.4% | $6,712+8.1% |
| Admin fee / account holder | $0 | $8,302-100.0% | $5,476-100.0% | $11,409-100.0% |