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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,484 | $232,540-55.5% | $185,117-44.1% | $147,586-29.9% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 82.8%-7.8pp |
| Annual return | 18.69% | 43.03%-24.3pp | 40.50%-21.8pp | 578.59%-559.9pp |
| Employer contribution / active EE | $13,318 | $5,195+156.3% | $4,182+218.5% | $4,876+173.1% |
| Participant deferral / active EE | $6,000 | $5,834+2.9% | $5,045+18.9% | $5,439+10.3% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |