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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,567 | $217,432-47.8% | $185,851-38.9% | $167,553-32.2% |
| Participation rate | 76.5% | 86.1%-9.6pp | 81.7%-5.2pp | 82.1%-5.6pp |
| Annual return | 8.98% | 148.43%-139.4pp | 122.11%-113.1pp | 478.89%-469.9pp |
| Employer contribution / active EE | $2,742 | $5,874-53.3% | $5,168-46.9% | $4,840-43.3% |
| Participant deferral / active EE | $4,133 | $6,357-35.0% | $5,569-25.8% | $6,343-34.8% |
| Admin fee / account holder | $151 | $19,820-99.2% | $16,245-99.1% | $12,316-98.8% |