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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,187 | $115,810-8.3% | $101,271+4.9% | $158,966-33.2% |
| Participation rate | 95.7% | 79.4%+16.3pp | 75.8%+19.8pp | 82.0%+13.7pp |
| Annual return | 32.09% | 56.15%-24.1pp | 46.48%-14.4pp | 302.95%-270.9pp |
| Employer contribution / active EE | $9,103 | $4,175+118.0% | $3,660+148.7% | $4,762+91.1% |
| Participant deferral / active EE | $8,721 | $4,958+75.9% | $4,371+99.5% | $5,983+45.8% |
| Admin fee / account holder | $129 | $7,248-98.2% | $5,948-97.8% | $11,250-98.9% |