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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,044 | $100,147+97.8% | $81,286+143.6% | $145,877+35.8% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 8.76% | 34.44%-25.7pp | 24.80%-16.0pp | 551.28%-542.5pp |
| Employer contribution / active EE | $1,701 | $2,977-42.9% | $2,463-30.9% | $4,663-63.5% |
| Participant deferral / active EE | $6,063 | $4,607+31.6% | $3,883+56.1% | $6,691-9.4% |
| Admin fee / account holder | $0 | $8,201-100.0% | $5,764-100.0% | $13,402-100.0% |