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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,521 | $108,942+42.8% | $100,415+54.9% | $145,897+6.6% |
| Participation rate | 77.8% | 83.0%-5.2pp | 81.5%-3.7pp | 80.3%-2.5pp |
| Annual return | 15.64% | 58.27%-42.6pp | 49.47%-33.8pp | 552.29%-536.7pp |
| Employer contribution / active EE | $2,922 | $4,422-33.9% | $3,943-25.9% | $4,663-37.3% |
| Participant deferral / active EE | $8,467 | $8,461+0.1% | $8,091+4.7% | $6,689+26.6% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |