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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,207 | $115,796+102.3% | $101,264+131.3% | $158,950+47.3% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 23.93% | 56.15%-32.2pp | 46.48%-22.5pp | 302.91%-279.0pp |
| Employer contribution / active EE | $3,465 | $4,175-17.0% | $3,660-5.3% | $4,762-27.2% |
| Participant deferral / active EE | $7,297 | $4,958+47.2% | $4,370+67.0% | $5,983+22.0% |
| Admin fee / account holder | $0 | $7,247-100.0% | $5,947-100.0% | $11,248-100.0% |