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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,521 | $108,911+42.8% | $100,392+54.9% | $145,884+6.6% |
| Participation rate | 77.8% | 83.0%-5.2pp | 81.5%-3.7pp | 80.3%-2.5pp |
| Annual return | 15.64% | 58.23%-42.6pp | 49.45%-33.8pp | 551.85%-536.2pp |
| Employer contribution / active EE | $2,922 | $4,420-33.9% | $3,941-25.9% | $4,662-37.3% |
| Participant deferral / active EE | $8,467 | $8,459+0.1% | $8,090+4.7% | $6,690+26.6% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |