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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,267 | $217,432-61.2% | $185,851-54.7% | $167,553-49.7% |
| Participation rate | 88.9% | 86.1%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 11.34% | 148.43%-137.1pp | 122.11%-110.8pp | 478.89%-467.6pp |
| Employer contribution / active EE | $5,296 | $5,874-9.9% | $5,168+2.5% | $4,840+9.4% |
| Participant deferral / active EE | $6,454 | $6,357+1.5% | $5,569+15.9% | $6,343+1.8% |
| Admin fee / account holder | $106 | $19,820-99.5% | $16,245-99.4% | $12,316-99.1% |