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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,535 | $160,040-37.8% | $147,096-32.3% | $145,877-31.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 10.20% | 98.49%-88.3pp | 419.75%-409.5pp | 551.28%-541.1pp |
| Employer contribution / active EE | $3,152 | $5,289-40.4% | $4,936-36.1% | $4,663-32.4% |
| Participant deferral / active EE | $7,737 | $8,429-8.2% | $8,071-4.1% | $6,691+15.6% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |