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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,587 | $148,629-22.2% | $135,982-15.0% | $139,487-17.1% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 15.04% | 79.33%-64.3pp | 68.32%-53.3pp | 373.84%-358.8pp |
| Employer contribution / active EE | $7,979 | $5,247+52.1% | $4,859+64.2% | $4,755+67.8% |
| Participant deferral / active EE | $6,931 | $8,102-14.5% | $7,760-10.7% | $6,713+3.3% |
| Admin fee / account holder | $82 | $12,406-99.3% | $10,767-99.2% | $11,407-99.3% |