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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,212 | $142,430-17.0% | $115,170+2.6% | $152,897-22.7% |
| Participation rate | 80.0% | 82.4%-2.4pp | 75.9%+4.1pp | 82.5%-2.5pp |
| Annual return | 26.26% | 41.48%-15.2pp | 35.60%-9.3pp | 345.43%-319.2pp |
| Employer contribution / active EE | $7,188 | $4,011+79.2% | $3,179+126.1% | $4,764+50.9% |
| Participant deferral / active EE | $11,400 | $5,165+120.7% | $4,169+173.5% | $5,851+94.8% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,599-100.0% |