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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,286 | $185,905-55.7% | $170,057-51.6% | $139,487-41.0% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 21.36% | 60.56%-39.2pp | 53.42%-32.1pp | 373.84%-352.5pp |
| Employer contribution / active EE | $7,930 | $7,597+4.4% | $6,790+16.8% | $4,755+66.8% |
| Participant deferral / active EE | $13,748 | $11,627+18.2% | $10,411+32.1% | $6,713+104.8% |
| Admin fee / account holder | $253 | $15,397-98.4% | $12,826-98.0% | $11,407-97.8% |