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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,515 | $165,381-48.3% | $149,730-42.9% | $158,966-46.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 17.92% | 348.29%-330.4pp | 276.70%-258.8pp | 302.95%-285.0pp |
| Employer contribution / active EE | $2,155 | $5,104-57.8% | $4,645-53.6% | $4,762-54.7% |
| Participant deferral / active EE | $12,089 | $7,182+68.3% | $6,843+76.7% | $5,983+102.1% |
| Admin fee / account holder | $258 | $10,809-97.6% | $9,310-97.2% | $11,250-97.7% |