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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,006 | $197,637-55.0% | $177,848-50.0% | $158,982-44.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 30.22% | 58.77%-28.5pp | 48.33%-18.1pp | 302.99%-272.8pp |
| Employer contribution / active EE | $2,919 | $6,698-56.4% | $5,919-50.7% | $4,763-38.7% |
| Participant deferral / active EE | $12,175 | $8,405+44.9% | $7,714+57.8% | $5,983+103.5% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |