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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,063 | $70,684+28.8% | $169,397-46.2% | $75,177+21.1% |
| Participation rate | 72.4% | 64.8%+7.6pp | 77.2%-4.8pp | 67.2%+5.2pp |
| Annual return | 19.33% | 36.38%-17.0pp | 406.23%-386.9pp | 160.75%-141.4pp |
| Employer contribution / active EE | $3,236 | $2,211+46.4% | $4,013-19.4% | $2,671+21.2% |
| Participant deferral / active EE | $6,557 | $4,310+52.1% | $6,223+5.4% | $4,126+58.9% |
| Admin fee / account holder | $0 | $5,404-100.0% | $9,017-100.0% | $5,651-100.0% |