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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,859 | $148,629-40.2% | $135,982-34.7% | $139,487-36.3% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 106.16% | 79.33%+26.8pp | 68.32%+37.8pp | 373.84%-267.7pp |
| Employer contribution / active EE | $7,217 | $5,247+37.6% | $4,859+48.5% | $4,755+51.8% |
| Participant deferral / active EE | $3,393 | $8,102-58.1% | $7,760-56.3% | $6,713-49.5% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |