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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,130 | $183,516-55.2% | $155,534-47.2% | $145,884-43.7% |
| Participation rate | 88.2% | 82.7%+5.5pp | 78.2%+10.0pp | 80.3%+7.9pp |
| Annual return | 14.37% | 61.43%-47.1pp | 64.92%-50.5pp | 551.85%-537.5pp |
| Employer contribution / active EE | $8,972 | $5,315+68.8% | $4,675+91.9% | $4,662+92.4% |
| Participant deferral / active EE | $4,255 | $6,467-34.2% | $5,630-24.4% | $6,690-36.4% |
| Admin fee / account holder | $231 | $19,293-98.8% | $15,900-98.5% | $13,392-98.3% |