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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,163 | $91,037+83.6% | $71,671+133.2% | $147,585+13.3% |
| Participation rate | 71.4% | 76.1%-4.7pp | 68.7%+2.7pp | 82.8%-11.4pp |
| Annual return | 16.13% | 20.48%-4.3pp | 20.65%-4.5pp | 578.58%-562.5pp |
| Employer contribution / active EE | $1,181 | $3,327-64.5% | $2,460-52.0% | $4,876-75.8% |
| Participant deferral / active EE | $6,561 | $4,498+45.9% | $3,438+90.8% | $5,439+20.6% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |