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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,887 | $107,363+89.0% | $92,909+118.4% | $152,897+32.7% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 17.67% | 145.63%-128.0pp | 109.44%-91.8pp | 345.43%-327.8pp |
| Employer contribution / active EE | $7,600 | $4,222+80.0% | $3,653+108.0% | $4,764+59.5% |
| Participant deferral / active EE | $2,400 | $4,848-50.5% | $4,238-43.4% | $5,851-59.0% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |