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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,389 | $180,749-42.8% | $160,784-35.7% | $137,256-24.7% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 19.70% | 2234.46%-2214.8pp | 1803.92%-1784.2pp | 220.34%-200.6pp |
| Employer contribution / active EE | $5,801 | $4,155+39.6% | $3,733+55.4% | $4,156+39.6% |
| Participant deferral / active EE | $11,659 | $6,844+70.3% | $6,293+85.3% | $6,407+82.0% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |