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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,588 | $111,878+117.7% | $93,727+159.9% | $145,897+67.0% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 16.91% | 204.28%-187.4pp | 133.83%-116.9pp | 552.29%-535.4pp |
| Employer contribution / active EE | $2,207 | $3,092-28.6% | $2,421-8.8% | $4,663-52.7% |
| Participant deferral / active EE | $11,099 | $4,920+125.6% | $4,417+151.3% | $6,689+65.9% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |