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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,949 | $95,979+160.4% | $74,551+235.3% | $135,380+84.6% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | 8.49% | 56.97%-48.5pp | 32.53%-24.0pp | 519.81%-511.3pp |
| Employer contribution / active EE | $2,500 | $2,716-8.0% | $1,961+27.5% | $4,779-47.7% |
| Participant deferral / active EE | $7,967 | $3,844+107.3% | $3,108+156.3% | $5,609+42.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |