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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,168 | $115,814-30.8% | $101,275-20.8% | $158,982-49.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 16.79% | 56.16%-39.4pp | 46.48%-29.7pp | 302.99%-286.2pp |
| Employer contribution / active EE | $4,605 | $4,176+10.3% | $3,660+25.8% | $4,763-3.3% |
| Participant deferral / active EE | $9,518 | $4,958+92.0% | $4,371+117.8% | $5,983+59.1% |
| Admin fee / account holder | $19 | $7,249-99.7% | $5,948-99.7% | $11,252-99.8% |