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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,806 | $196,972-52.9% | $182,262-49.1% | $198,609-53.3% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 14.85% | 158.27%-143.4pp | 140.60%-125.7pp | 202.70%-187.8pp |
| Employer contribution / active EE | $3,041 | $5,364-43.3% | $5,046-39.7% | $5,055-39.9% |
| Participant deferral / active EE | $8,318 | $8,643-3.8% | $8,276+0.5% | $6,977+19.2% |
| Admin fee / account holder | $227 | $18,429-98.8% | $16,712-98.6% | $19,030-98.8% |