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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,134 | $115,810-42.9% | $101,271-34.7% | $158,966-58.4% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 25.36% | 56.15%-30.8pp | 46.48%-21.1pp | 302.95%-277.6pp |
| Employer contribution / active EE | $6,660 | $4,175+59.5% | $3,660+82.0% | $4,762+39.8% |
| Participant deferral / active EE | $9,962 | $4,958+100.9% | $4,371+127.9% | $5,983+66.5% |
| Admin fee / account holder | $24 | $7,248-99.7% | $5,948-99.6% | $11,250-99.8% |