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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,198 | $183,592-43.2% | $155,574-33.0% | $145,877-28.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 10.71% | 61.37%-50.7pp | 64.87%-54.2pp | 551.28%-540.6pp |
| Employer contribution / active EE | $4,500 | $5,317-15.4% | $4,676-3.8% | $4,663-3.5% |
| Participant deferral / active EE | $4,700 | $6,466-27.3% | $5,629-16.5% | $6,691-29.8% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |