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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,088 | $175,259-46.3% | $149,723-37.2% | $139,487-32.5% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 14.43% | 166.82%-152.4pp | 134.50%-120.1pp | 373.84%-359.4pp |
| Employer contribution / active EE | $1,289 | $5,478-76.5% | $4,821-73.3% | $4,755-72.9% |
| Participant deferral / active EE | $2,215 | $6,522-66.0% | $5,682-61.0% | $6,713-67.0% |
| Admin fee / account holder | $254 | $16,158-98.4% | $13,215-98.1% | $11,407-97.8% |