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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,993 | $183,592-43.4% | $155,567-33.2% | $145,959-28.8% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 12.05% | 61.24%-49.2pp | 64.74%-52.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $10,219 | $5,315+92.3% | $4,674+118.6% | $4,661+119.2% |
| Participant deferral / active EE | $4,858 | $6,464-24.9% | $5,628-13.7% | $6,689-27.4% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |