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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,028 | $148,629-46.2% | $135,982-41.1% | $139,487-42.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 25.16% | 79.33%-54.2pp | 68.32%-43.2pp | 373.84%-348.7pp |
| Employer contribution / active EE | $12,449 | $5,247+137.3% | $4,859+156.2% | $4,755+161.8% |
| Participant deferral / active EE | $7,991 | $8,102-1.4% | $7,760+3.0% | $6,713+19.0% |
| Admin fee / account holder | $25 | $12,406-99.8% | $10,767-99.8% | $11,407-99.8% |