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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,715 | $168,636-43.2% | $147,618-35.2% | $125,388-23.7% |
| Participation rate | 88.9% | 88.8%+0.1pp | 84.6%+4.3pp | 83.2%+5.7pp |
| Annual return | -0.95% | 77.65%-78.6pp | 61.98%-62.9pp | 282.24%-283.2pp |
| Employer contribution / active EE | $2,484 | $6,252-60.3% | $5,565-55.4% | $4,866-49.0% |
| Participant deferral / active EE | $5,330 | $5,507-3.2% | $4,895+8.9% | $5,352-0.4% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |