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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,743 | $148,629-39.6% | $135,982-34.0% | $139,487-35.7% |
| Participation rate | 85.7% | 83.9%+1.8pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 16.41% | 79.33%-62.9pp | 68.32%-51.9pp | 373.84%-357.4pp |
| Employer contribution / active EE | $2,705 | $5,247-48.4% | $4,859-44.3% | $4,755-43.1% |
| Participant deferral / active EE | $5,196 | $8,102-35.9% | $7,760-33.0% | $6,713-22.6% |
| Admin fee / account holder | $269 | $12,406-97.8% | $10,767-97.5% | $11,407-97.6% |