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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,989 | $148,623-37.4% | $135,974-31.6% | $139,466-33.3% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 13.33% | 79.30%-66.0pp | 68.30%-55.0pp | 373.66%-360.3pp |
| Employer contribution / active EE | $2,633 | $5,246-49.8% | $4,859-45.8% | $4,754-44.6% |
| Participant deferral / active EE | $3,391 | $8,103-58.2% | $7,760-56.3% | $6,712-49.5% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |