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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,392 | $166,268-46.2% | $165,100-45.9% | $145,897-38.7% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 20.10% | 100.52%-80.4pp | 70.21%-50.1pp | 552.29%-532.2pp |
| Employer contribution / active EE | $2,362 | $5,284-55.3% | $4,348-45.7% | $4,663-49.3% |
| Participant deferral / active EE | $9,665 | $6,964+38.8% | $6,035+60.1% | $6,689+44.5% |
| Admin fee / account holder | $214 | $16,659-98.7% | $12,696-98.3% | $13,390-98.4% |