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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,993 | $183,539-43.3% | $155,556-33.1% | $145,897-28.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 12.05% | 61.31%-49.3pp | 64.84%-52.8pp | 552.29%-540.2pp |
| Employer contribution / active EE | $10,219 | $5,315+92.3% | $4,675+118.6% | $4,663+119.2% |
| Participant deferral / active EE | $4,858 | $6,467-24.9% | $5,631-13.7% | $6,689-27.4% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |