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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,625 | $154,193+1.6% | $130,045+20.4% | $139,466+12.3% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 11.88% | 32.51%-20.6pp | -137.30%+149.2pp | 373.66%-361.8pp |
| Employer contribution / active EE | $3,390 | $5,292-35.9% | $4,321-21.6% | $4,754-28.7% |
| Participant deferral / active EE | $12,713 | $6,709+89.5% | $5,820+118.4% | $6,712+89.4% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |