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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,346 | $108,882-18.9% | $96,754-8.7% | $154,746-42.9% |
| Participation rate | 70.0% | 75.1%-5.1pp | 70.3%-0.3pp | 80.7%-10.7pp |
| Annual return | 21.02% | 98.39%-77.4pp | 82.04%-61.0pp | 172.34%-151.3pp |
| Employer contribution / active EE | $2,689 | $3,018-10.9% | $2,679+0.3% | $4,379-38.6% |
| Participant deferral / active EE | $6,740 | $5,323+26.6% | $4,758+41.7% | $6,730+0.1% |
| Admin fee / account holder | $11 | $10,200-99.9% | $8,905-99.9% | $14,365-99.9% |