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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,588 | $111,787+117.9% | $93,681+160.0% | $145,978+66.9% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 16.91% | 203.52%-186.6pp | 133.47%-116.6pp | 550.52%-533.6pp |
| Employer contribution / active EE | $2,207 | $3,093-28.6% | $2,422-8.9% | $4,662-52.7% |
| Participant deferral / active EE | $11,099 | $4,918+125.7% | $4,415+151.4% | $6,690+65.9% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |