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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,234 | $185,905-29.9% | $170,057-23.4% | $139,487-6.6% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 23.58% | 60.56%-37.0pp | 53.42%-29.8pp | 373.84%-350.3pp |
| Employer contribution / active EE | $10,830 | $7,597+42.6% | $6,790+59.5% | $4,755+127.8% |
| Participant deferral / active EE | $10,166 | $11,627-12.6% | $10,411-2.4% | $6,713+51.4% |
| Admin fee / account holder | $2 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |