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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,547 | $154,209+51.4% | $130,062+79.6% | $139,487+67.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 12.02% | 32.52%-20.5pp | -137.37%+149.4pp | 373.84%-361.8pp |
| Employer contribution / active EE | $3,222 | $5,292-39.1% | $4,322-25.5% | $4,755-32.2% |
| Participant deferral / active EE | $13,508 | $6,709+101.3% | $5,821+132.1% | $6,713+101.2% |
| Admin fee / account holder | $30 | $13,988-99.8% | $10,601-99.7% | $11,407-99.7% |