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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,820 | $157,296-40.4% | $141,191-33.6% | $152,897-38.6% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 20.44% | 64.34%-43.9pp | 71.41%-51.0pp | 345.43%-325.0pp |
| Employer contribution / active EE | $3,707 | $5,262-29.6% | $4,736-21.7% | $4,764-22.2% |
| Participant deferral / active EE | $9,168 | $7,111+28.9% | $6,710+36.6% | $5,851+56.7% |
| Admin fee / account holder | $243 | $12,125-98.0% | $10,264-97.6% | $11,599-97.9% |