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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,029 | $183,592-35.2% | $155,567-23.5% | $145,959-18.5% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 9.99% | 61.24%-51.2pp | 64.74%-54.7pp | 561.95%-552.0pp |
| Employer contribution / active EE | $12,098 | $5,315+127.6% | $4,674+158.8% | $4,661+159.6% |
| Participant deferral / active EE | $6,856 | $6,464+6.1% | $5,628+21.8% | $6,689+2.5% |
| Admin fee / account holder | $20 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |