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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,014 | $176,794-32.1% | $146,647-18.2% | $167,553-28.4% |
| Participation rate | 76.9% | 83.6%-6.7pp | 80.1%-3.2pp | 82.1%-5.2pp |
| Annual return | 14.37% | 24.04%-9.7pp | 22.75%-8.4pp | 478.89%-464.5pp |
| Employer contribution / active EE | $8,218 | $5,161+59.2% | $4,137+98.7% | $4,840+69.8% |
| Participant deferral / active EE | $11,564 | $6,440+79.6% | $5,506+110.0% | $6,343+82.3% |
| Admin fee / account holder | $215 | $13,262-98.4% | $10,281-97.9% | $12,316-98.3% |