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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,913 | $183,592-48.3% | $155,574-39.0% | $145,877-34.9% |
| Participation rate | 94.4% | 82.7%+11.7pp | 78.2%+16.2pp | 80.3%+14.1pp |
| Annual return | 16.26% | 61.37%-45.1pp | 64.87%-48.6pp | 551.28%-535.0pp |
| Employer contribution / active EE | $8,943 | $5,317+68.2% | $4,676+91.3% | $4,663+91.8% |
| Participant deferral / active EE | $8,366 | $6,466+29.4% | $5,629+48.6% | $6,691+25.0% |
| Admin fee / account holder | $195 | $19,316-99.0% | $15,914-98.8% | $13,402-98.5% |