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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,996 | $183,539-55.9% | $155,556-47.9% | $145,897-44.5% |
| Participation rate | 88.2% | 82.7%+5.5pp | 78.2%+10.0pp | 80.3%+7.9pp |
| Annual return | 12.30% | 61.31%-49.0pp | 64.84%-52.5pp | 552.29%-540.0pp |
| Employer contribution / active EE | $8,402 | $5,315+58.1% | $4,675+79.7% | $4,663+80.2% |
| Participant deferral / active EE | $5,771 | $6,467-10.8% | $5,631+2.5% | $6,689-13.7% |
| Admin fee / account holder | $133 | $19,275-99.3% | $15,885-99.2% | $13,390-99.0% |