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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,246 | $111,814+80.0% | $93,654+114.9% | $145,959+37.9% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 11.92% | 203.30%-191.4pp | 133.34%-121.4pp | 561.95%-550.0pp |
| Employer contribution / active EE | $1,564 | $3,092-49.4% | $2,421-35.4% | $4,661-66.4% |
| Participant deferral / active EE | $3,983 | $4,914-19.0% | $4,413-9.7% | $6,689-40.5% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |