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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,217 | $124,336+60.2% | $111,303+79.0% | $167,518+18.9% |
| Participation rate | 88.9% | 79.6%+9.3pp | 77.3%+11.6pp | 82.1%+6.8pp |
| Annual return | 13.30% | 37.45%-24.1pp | 54.66%-41.4pp | 478.71%-465.4pp |
| Employer contribution / active EE | $3,425 | $3,436-0.3% | $2,731+25.4% | $4,838-29.2% |
| Participant deferral / active EE | $6,277 | $5,181+21.1% | $4,487+39.9% | $6,342-1.0% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,312-100.0% |