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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,765 | $185,883-51.7% | $170,043-47.2% | $139,466-35.6% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 22.80% | 60.54%-37.7pp | 53.40%-30.6pp | 373.66%-350.9pp |
| Employer contribution / active EE | $3,695 | $7,596-51.4% | $6,790-45.6% | $4,754-22.3% |
| Participant deferral / active EE | $5,711 | $11,626-50.9% | $10,410-45.1% | $6,712-14.9% |
| Admin fee / account holder | $14 | $15,393-99.9% | $12,824-99.9% | $11,409-99.9% |