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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,945 | $217,432-45.8% | $185,849-36.5% | $167,536-29.6% |
| Participation rate | 87.5% | 86.1%+1.4pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 11.20% | 148.42%-137.2pp | 122.10%-110.9pp | 478.82%-467.6pp |
| Employer contribution / active EE | $3,337 | $5,875-43.2% | $5,169-35.4% | $4,839-31.1% |
| Participant deferral / active EE | $5,169 | $6,357-18.7% | $5,569-7.2% | $6,342-18.5% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |