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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,661 | $126,113-34.5% | $116,096-28.8% | $155,188-46.7% |
| Participation rate | 88.9% | 75.1%+13.7pp | 73.3%+15.6pp | 80.8%+8.1pp |
| Annual return | 14.58% | 391.72%-377.1pp | 326.25%-311.7pp | 148.84%-134.3pp |
| Employer contribution / active EE | $8,930 | $2,672+234.3% | $2,503+256.7% | $4,248+110.2% |
| Participant deferral / active EE | $7,478 | $4,162+79.7% | $3,952+89.2% | $6,531+14.5% |
| Admin fee / account holder | $241 | $8,045-97.0% | $7,704-96.9% | $14,480-98.3% |