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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,559 | $99,921-1.4% | $85,009+15.9% | $145,959-32.5% |
| Participation rate | 78.6% | 74.1%+4.5pp | 67.5%+11.1pp | 80.3%-1.7pp |
| Annual return | 15.82% | 83.89%-68.1pp | 66.47%-50.7pp | 561.95%-546.1pp |
| Employer contribution / active EE | $2,212 | $3,233-31.6% | $2,728-18.9% | $4,661-52.5% |
| Participant deferral / active EE | $3,644 | $5,293-31.2% | $4,522-19.4% | $6,689-45.5% |
| Admin fee / account holder | $9 | $7,252-99.9% | $6,153-99.9% | $13,398-99.9% |