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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,146 | $209,422-59.8% | $178,503-52.9% | $158,982-47.1% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 18.94% | 188.81%-169.9pp | 151.12%-132.2pp | 302.99%-284.0pp |
| Employer contribution / active EE | $4,883 | $5,707-14.4% | $5,011-2.6% | $4,763+2.5% |
| Participant deferral / active EE | $9,572 | $5,955+60.7% | $5,202+84.0% | $5,983+60.0% |
| Admin fee / account holder | $5 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |