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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,724 | $107,368-7.1% | $92,915+7.3% | $152,909-34.8% |
| Participation rate | 78.6% | 79.8%-1.2pp | 76.0%+2.6pp | 82.5%-3.9pp |
| Annual return | 22.17% | 145.64%-123.5pp | 109.45%-87.3pp | 345.46%-323.3pp |
| Employer contribution / active EE | $2,755 | $4,222-34.7% | $3,653-24.6% | $4,764-42.2% |
| Participant deferral / active EE | $6,299 | $4,848+29.9% | $4,238+48.6% | $5,851+7.6% |
| Admin fee / account holder | $52 | $7,082-99.3% | $5,796-99.1% | $11,601-99.6% |