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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,341 | $172,111-41.7% | $150,298-33.2% | $137,256-26.9% |
| Participation rate | 92.3% | 81.7%+10.6pp | 77.8%+14.5pp | 80.0%+12.3pp |
| Annual return | 18.82% | 69.37%-50.6pp | 62.79%-44.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $11,484 | $4,636+147.7% | $4,154+176.4% | $4,156+176.3% |
| Participant deferral / active EE | $5,715 | $6,166-7.3% | $5,453+4.8% | $6,407-10.8% |
| Admin fee / account holder | $45 | $16,471-99.7% | $14,116-99.7% | $12,270-99.6% |