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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,897 | $152,612-31.3% | $125,192-16.2% | $152,897-31.4% |
| Participation rate | 93.3% | 83.3%+10.0pp | 79.8%+13.6pp | 82.5%+10.9pp |
| Annual return | 21.77% | 54.85%-33.1pp | 43.79%-22.0pp | 345.43%-323.7pp |
| Employer contribution / active EE | $10,360 | $4,947+109.4% | $3,866+168.0% | $4,764+117.5% |
| Participant deferral / active EE | $10,572 | $5,868+80.2% | $4,937+114.1% | $5,851+80.7% |
| Admin fee / account holder | $298 | $13,437-97.8% | $9,704-96.9% | $11,599-97.4% |