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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,130 | $157,296-49.7% | $141,191-44.0% | $152,897-48.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 25.22% | 64.34%-39.1pp | 71.41%-46.2pp | 345.43%-320.2pp |
| Employer contribution / active EE | $4,135 | $5,262-21.4% | $4,736-12.7% | $4,764-13.2% |
| Participant deferral / active EE | $8,593 | $7,111+20.9% | $6,710+28.1% | $5,851+46.9% |
| Admin fee / account holder | $16 | $12,125-99.9% | $10,264-99.8% | $11,599-99.9% |