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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,221 | $160,040-50.5% | $147,096-46.1% | $145,877-45.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 21.08% | 98.49%-77.4pp | 419.75%-398.7pp | 551.28%-530.2pp |
| Employer contribution / active EE | $3,440 | $5,289-35.0% | $4,936-30.3% | $4,663-26.2% |
| Participant deferral / active EE | $10,501 | $8,429+24.6% | $8,071+30.1% | $6,691+57.0% |
| Admin fee / account holder | $71 | $15,050-99.5% | $13,005-99.5% | $13,402-99.5% |