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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,167 | $157,304-42.0% | $141,197-35.4% | $152,909-40.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 67.20% | 64.34%+2.9pp | 71.41%-4.2pp | 345.46%-278.3pp |
| Employer contribution / active EE | $2,116 | $5,263-59.8% | $4,736-55.3% | $4,764-55.6% |
| Participant deferral / active EE | $8,113 | $7,111+14.1% | $6,710+20.9% | $5,851+38.6% |
| Admin fee / account holder | $98 | $12,126-99.2% | $10,265-99.0% | $11,601-99.2% |