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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,029 | $183,592-35.2% | $155,574-23.5% | $145,877-18.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 9.99% | 61.37%-51.4pp | 64.87%-54.9pp | 551.28%-541.3pp |
| Employer contribution / active EE | $12,098 | $5,317+127.5% | $4,676+158.7% | $4,663+159.4% |
| Participant deferral / active EE | $6,856 | $6,466+6.0% | $5,629+21.8% | $6,691+2.5% |
| Admin fee / account holder | $20 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |