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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,962 | $115,814-28.4% | $101,275-18.1% | $158,982-47.8% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 19.87% | 56.16%-36.3pp | 46.48%-26.6pp | 302.99%-283.1pp |
| Employer contribution / active EE | $5,752 | $4,176+37.7% | $3,660+57.2% | $4,763+20.8% |
| Participant deferral / active EE | $11,040 | $4,958+122.7% | $4,371+152.6% | $5,983+84.5% |
| Admin fee / account holder | $160 | $7,249-97.8% | $5,948-97.3% | $11,252-98.6% |