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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,118 | $156,616-34.2% | $133,346-22.7% | $198,609-48.1% |
| Participation rate | 80.0% | 77.7%+2.3pp | 72.8%+7.2pp | 82.4%-2.4pp |
| Annual return | 17.82% | 44.25%-26.4pp | 36.85%-19.0pp | 202.70%-184.9pp |
| Employer contribution / active EE | $6,565 | $3,368+94.9% | $2,853+130.1% | $5,055+29.9% |
| Participant deferral / active EE | $12,000 | $4,920+143.9% | $4,332+177.0% | $6,977+72.0% |
| Admin fee / account holder | $20 | $17,468-99.9% | $14,264-99.9% | $19,030-99.9% |