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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,161 | $105,198-1.9% | $159,455-35.3% | $85,856+20.2% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.8%+6.8pp | 69.3%+20.3pp |
| Annual return | 15.62% | 45.08%-29.5pp | 263.63%-248.0pp | 318.58%-303.0pp |
| Employer contribution / active EE | $24,756 | $3,319+645.9% | $4,830+412.5% | $2,565+865.1% |
| Participant deferral / active EE | $17,891 | $5,946+200.9% | $7,353+143.3% | $3,952+352.7% |
| Admin fee / account holder | $271 | $6,934-96.1% | $10,800-97.5% | $6,261-95.7% |