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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,901 | $183,516-36.3% | $155,534-24.8% | $145,884-19.9% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 14.05% | 61.43%-47.4pp | 64.92%-50.9pp | 551.85%-537.8pp |
| Employer contribution / active EE | $3,287 | $5,315-38.2% | $4,675-29.7% | $4,662-29.5% |
| Participant deferral / active EE | $8,629 | $6,467+33.4% | $5,630+53.3% | $6,690+29.0% |
| Admin fee / account holder | $11 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |