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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,327 | $184,000-49.8% | $162,185-43.1% | $152,909-39.6% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.5%+6.4pp |
| Annual return | 18.88% | 150.80%-131.9pp | 115.61%-96.7pp | 345.46%-326.6pp |
| Employer contribution / active EE | $1,874 | $6,370-70.6% | $5,613-66.6% | $4,764-60.7% |
| Participant deferral / active EE | $5,608 | $8,033-30.2% | $7,297-23.1% | $5,851-4.2% |
| Admin fee / account holder | $20 | $13,124-99.8% | $10,844-99.8% | $11,601-99.8% |