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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,681 | $217,432-52.8% | $185,849-44.8% | $167,536-38.7% |
| Participation rate | 88.9% | 86.1%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 11.40% | 148.42%-137.0pp | 122.10%-110.7pp | 478.82%-467.4pp |
| Employer contribution / active EE | $3,456 | $5,875-41.2% | $5,169-33.1% | $4,839-28.6% |
| Participant deferral / active EE | $5,233 | $6,357-17.7% | $5,569-6.0% | $6,342-17.5% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |