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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,580 | $217,432-48.7% | $185,849-40.0% | $167,536-33.4% |
| Participation rate | 93.3% | 86.1%+7.3pp | 81.7%+11.6pp | 82.1%+11.2pp |
| Annual return | 13.23% | 148.42%-135.2pp | 122.10%-108.9pp | 478.82%-465.6pp |
| Employer contribution / active EE | $1,341 | $5,875-77.2% | $5,169-74.0% | $4,839-72.3% |
| Participant deferral / active EE | $3,866 | $6,357-39.2% | $5,569-30.6% | $6,342-39.1% |
| Admin fee / account holder | $31 | $19,818-99.8% | $16,244-99.8% | $12,315-99.8% |