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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,134 | $115,814-29.9% | $101,275-19.9% | $158,982-49.0% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 14.27% | 56.16%-41.9pp | 46.48%-32.2pp | 302.99%-288.7pp |
| Employer contribution / active EE | $12,500 | $4,176+199.3% | $3,660+241.5% | $4,763+162.4% |
| Participant deferral / active EE | $9,390 | $4,958+89.4% | $4,371+114.8% | $5,983+56.9% |
| Admin fee / account holder | $106 | $7,249-98.5% | $5,948-98.2% | $11,252-99.1% |