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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,505 | $154,193+50.1% | $130,045+78.0% | $139,466+66.0% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.5%-0.7pp | 80.3%-2.6pp |
| Annual return | 17.20% | 32.51%-15.3pp | -137.30%+154.5pp | 373.66%-356.5pp |
| Employer contribution / active EE | $2,735 | $5,292-48.3% | $4,321-36.7% | $4,754-42.5% |
| Participant deferral / active EE | $8,149 | $6,709+21.5% | $5,820+40.0% | $6,712+21.4% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |