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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,157 | $166,131-42.7% | $164,975-42.3% | $145,877-34.8% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 13.52% | 100.37%-86.9pp | 70.12%-56.6pp | 551.28%-537.8pp |
| Employer contribution / active EE | $4,652 | $5,276-11.8% | $4,343+7.1% | $4,663-0.2% |
| Participant deferral / active EE | $10,479 | $6,962+50.5% | $6,033+73.7% | $6,691+56.6% |
| Admin fee / account holder | $276 | $16,648-98.3% | $12,688-97.8% | $13,402-97.9% |