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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,677 | $197,637-56.1% | $177,848-51.3% | $158,982-45.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 18.79% | 58.77%-40.0pp | 48.33%-29.5pp | 302.99%-284.2pp |
| Employer contribution / active EE | $2,127 | $6,698-68.2% | $5,919-64.1% | $4,763-55.3% |
| Participant deferral / active EE | $6,381 | $8,405-24.1% | $7,714-17.3% | $5,983+6.6% |
| Admin fee / account holder | $219 | $15,406-98.6% | $12,431-98.2% | $11,252-98.1% |