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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,993 | $183,592-43.4% | $155,574-33.2% | $145,877-28.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 12.05% | 61.37%-49.3pp | 64.87%-52.8pp | 551.28%-539.2pp |
| Employer contribution / active EE | $10,219 | $5,317+92.2% | $4,676+118.5% | $4,663+119.1% |
| Participant deferral / active EE | $4,858 | $6,466-24.9% | $5,629-13.7% | $6,691-27.4% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |