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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,567 | $217,392-47.8% | $185,818-38.9% | $167,497-32.2% |
| Participation rate | 76.5% | 86.0%-9.6pp | 81.7%-5.2pp | 82.1%-5.6pp |
| Annual return | 8.98% | 148.37%-139.4pp | 122.06%-113.1pp | 478.62%-469.6pp |
| Employer contribution / active EE | $2,742 | $5,873-53.3% | $5,168-46.9% | $4,838-43.3% |
| Participant deferral / active EE | $4,133 | $6,357-35.0% | $5,568-25.8% | $6,341-34.8% |
| Admin fee / account holder | $151 | $19,813-99.2% | $16,239-99.1% | $12,310-98.8% |