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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,246 | $111,785+80.0% | $93,669+114.8% | $145,877+38.0% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 11.92% | 203.79%-191.9pp | 133.59%-121.7pp | 551.28%-539.4pp |
| Employer contribution / active EE | $1,564 | $3,096-49.5% | $2,424-35.5% | $4,663-66.5% |
| Participant deferral / active EE | $3,983 | $4,919-19.0% | $4,416-9.8% | $6,691-40.5% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |