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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,068 | $99,079+111.0% | $78,002+168.0% | $273,972-23.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.5%-0.5pp | 83.0%-8.0pp |
| Annual return | 2.18% | 217.93%-215.7pp | 425.99%-423.8pp | 41.46%-39.3pp |
| Employer contribution / active EE | $9,254 | $3,308+179.8% | $2,470+274.6% | $4,869+90.1% |
| Participant deferral / active EE | $5,844 | $4,306+35.7% | $3,497+67.1% | $5,287+10.5% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |