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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,559 | $100,139-1.6% | $85,187+15.7% | $145,884-32.4% |
| Participation rate | 78.6% | 74.1%+4.5pp | 67.5%+11.0pp | 80.3%-1.7pp |
| Annual return | 15.82% | 84.15%-68.3pp | 66.67%-50.8pp | 551.85%-536.0pp |
| Employer contribution / active EE | $2,212 | $3,238-31.7% | $2,732-19.1% | $4,662-52.6% |
| Participant deferral / active EE | $3,644 | $5,296-31.2% | $4,525-19.5% | $6,690-45.5% |
| Admin fee / account holder | $9 | $7,262-99.9% | $6,162-99.9% | $13,392-99.9% |