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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,814 | $157,276-43.5% | $141,177-37.1% | $152,885-41.9% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 26.51% | 64.33%-37.8pp | 71.40%-44.9pp | 345.39%-318.9pp |
| Employer contribution / active EE | $1,050 | $5,262-80.0% | $4,736-77.8% | $4,763-77.9% |
| Participant deferral / active EE | $4,803 | $7,110-32.5% | $6,710-28.4% | $5,851-17.9% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |