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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,823 | $183,592-43.4% | $155,574-33.3% | $145,877-28.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.82% | 61.37%-51.6pp | 64.87%-55.0pp | 551.28%-541.5pp |
| Employer contribution / active EE | $7,578 | $5,317+42.5% | $4,676+62.1% | $4,663+62.5% |
| Participant deferral / active EE | $9,000 | $6,466+39.2% | $5,629+59.9% | $6,691+34.5% |
| Admin fee / account holder | $221 | $19,316-98.9% | $15,914-98.6% | $13,402-98.3% |