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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,425 | $183,592-46.4% | $155,574-36.7% | $145,877-32.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 14.84% | 61.37%-46.5pp | 64.87%-50.0pp | 551.28%-536.4pp |
| Employer contribution / active EE | $3,568 | $5,317-32.9% | $4,676-23.7% | $4,663-23.5% |
| Participant deferral / active EE | $7,300 | $6,466+12.9% | $5,629+29.7% | $6,691+9.1% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |