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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,170 | $115,814-22.1% | $101,275-11.0% | $158,982-43.3% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 19.62% | 56.16%-36.5pp | 46.48%-26.9pp | 302.99%-283.4pp |
| Employer contribution / active EE | $9,103 | $4,176+118.0% | $3,660+148.7% | $4,763+91.1% |
| Participant deferral / active EE | $9,351 | $4,958+88.6% | $4,371+114.0% | $5,983+56.3% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |