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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,074 | $157,304-38.3% | $141,197-31.2% | $152,909-36.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 23.57% | 64.34%-40.8pp | 71.41%-47.8pp | 345.46%-321.9pp |
| Employer contribution / active EE | $5,760 | $5,263+9.5% | $4,736+21.6% | $4,764+20.9% |
| Participant deferral / active EE | $12,517 | $7,111+76.0% | $6,710+86.5% | $5,851+113.9% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |