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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,950 | $183,516-56.4% | $155,534-48.6% | $145,884-45.2% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 10.72% | 61.43%-50.7pp | 64.92%-54.2pp | 551.85%-541.1pp |
| Employer contribution / active EE | $9,840 | $5,315+85.1% | $4,675+110.5% | $4,662+111.0% |
| Participant deferral / active EE | $9,692 | $6,467+49.9% | $5,630+72.1% | $6,690+44.9% |
| Admin fee / account holder | $9 | $19,293-100.0% | $15,900-99.9% | $13,392-99.9% |