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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,354 | $175,259-37.0% | $149,723-26.3% | $139,487-20.9% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 19.82% | 166.82%-147.0pp | 134.50%-114.7pp | 373.84%-354.0pp |
| Employer contribution / active EE | $2,991 | $5,478-45.4% | $4,821-38.0% | $4,755-37.1% |
| Participant deferral / active EE | $6,292 | $6,522-3.5% | $5,682+10.7% | $6,713-6.3% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |