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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,103 | $157,304-42.7% | $141,197-36.2% | $152,909-41.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 22.30% | 64.34%-42.0pp | 71.41%-49.1pp | 345.46%-323.2pp |
| Employer contribution / active EE | $6,945 | $5,263+32.0% | $4,736+46.6% | $4,764+45.8% |
| Participant deferral / active EE | $10,191 | $7,111+43.3% | $6,710+51.9% | $5,851+74.2% |
| Admin fee / account holder | $200 | $12,126-98.4% | $10,265-98.1% | $11,601-98.3% |