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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,204 | $183,627-53.1% | $155,602-44.6% | $145,978-40.9% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.5pp | 80.3%+6.4pp |
| Annual return | 13.33% | 61.32%-48.0pp | 64.81%-51.5pp | 550.52%-537.2pp |
| Employer contribution / active EE | $4,425 | $5,316-16.8% | $4,675-5.4% | $4,662-5.1% |
| Participant deferral / active EE | $3,000 | $6,466-53.6% | $5,629-46.7% | $6,690-55.2% |
| Admin fee / account holder | $130 | $19,327-99.3% | $15,923-99.2% | $13,400-99.0% |