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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,733 | $197,603-37.9% | $177,827-31.0% | $158,950-22.8% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 0.00% | 58.76%-58.8pp | 48.32%-48.3pp | 302.91%-302.9pp |
| Employer contribution / active EE | $6,116 | $6,698-8.7% | $5,918+3.3% | $4,762+28.4% |
| Participant deferral / active EE | $16,093 | $8,404+91.5% | $7,713+108.6% | $5,983+169.0% |
| Admin fee / account holder | $0 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |