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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,326 | $154,209+39.6% | $130,062+65.6% | $139,487+54.4% |
| Participation rate | 91.3% | 82.0%+9.3pp | 78.5%+12.8pp | 80.3%+11.0pp |
| Annual return | 21.38% | 32.52%-11.1pp | -137.37%+158.8pp | 373.84%-352.5pp |
| Employer contribution / active EE | $1,947 | $5,292-63.2% | $4,322-54.9% | $4,755-59.0% |
| Participant deferral / active EE | $4,477 | $6,709-33.3% | $5,821-23.1% | $6,713-33.3% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |