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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,301 | $99,652+21.7% | $78,778+54.0% | $147,586-17.8% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.2%+10.8pp | 82.8%-2.8pp |
| Annual return | 16.90% | 47.28%-30.4pp | 35.62%-18.7pp | 578.59%-561.7pp |
| Employer contribution / active EE | $1,545 | $2,796-44.7% | $1,986-22.2% | $4,876-68.3% |
| Participant deferral / active EE | $7,657 | $3,664+109.0% | $2,958+158.8% | $5,439+40.8% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |