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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,943 | $152,612-31.9% | $125,192-17.0% | $152,897-32.0% |
| Participation rate | 89.5% | 83.3%+6.1pp | 79.8%+9.7pp | 82.5%+7.0pp |
| Annual return | 23.35% | 54.85%-31.5pp | 43.79%-20.4pp | 345.43%-322.1pp |
| Employer contribution / active EE | $4,530 | $4,947-8.4% | $3,866+17.2% | $4,764-4.9% |
| Participant deferral / active EE | $8,332 | $5,868+42.0% | $4,937+68.8% | $5,851+42.4% |
| Admin fee / account holder | $40 | $13,437-99.7% | $9,704-99.6% | $11,599-99.7% |