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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,624 | $112,935-15.3% | $90,970+5.1% | $158,966-39.8% |
| Participation rate | 91.7% | 74.7%+16.9pp | 69.0%+22.7pp | 82.0%+9.7pp |
| Annual return | 13.25% | 215.79%-202.5pp | 134.58%-121.3pp | 302.95%-289.7pp |
| Employer contribution / active EE | $2,187 | $2,895-24.5% | $2,122+3.0% | $4,762-54.1% |
| Participant deferral / active EE | $4,069 | $4,129-1.5% | $3,373+20.6% | $5,983-32.0% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |