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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,733 | $197,637-37.9% | $177,848-31.0% | $158,982-22.8% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 0.00% | 58.77%-58.8pp | 48.33%-48.3pp | 302.99%-303.0pp |
| Employer contribution / active EE | $6,116 | $6,698-8.7% | $5,919+3.3% | $4,763+28.4% |
| Participant deferral / active EE | $16,093 | $8,405+91.5% | $7,714+108.6% | $5,983+169.0% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |