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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,269 | $157,304-36.3% | $141,197-29.0% | $152,909-34.4% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.5%+8.5pp |
| Annual return | 18.74% | 64.34%-45.6pp | 71.41%-52.7pp | 345.46%-326.7pp |
| Employer contribution / active EE | $3,125 | $5,263-40.6% | $4,736-34.0% | $4,764-34.4% |
| Participant deferral / active EE | $8,341 | $7,111+17.3% | $6,710+24.3% | $5,851+42.5% |
| Admin fee / account holder | $33 | $12,126-99.7% | $10,265-99.7% | $11,601-99.7% |