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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,996 | $183,592-55.9% | $155,574-47.9% | $145,877-44.5% |
| Participation rate | 88.2% | 82.7%+5.5pp | 78.2%+10.0pp | 80.3%+7.9pp |
| Annual return | 12.30% | 61.37%-49.1pp | 64.87%-52.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $8,402 | $5,317+58.0% | $4,676+79.7% | $4,663+80.2% |
| Participant deferral / active EE | $5,771 | $6,466-10.7% | $5,629+2.5% | $6,691-13.7% |
| Admin fee / account holder | $133 | $19,316-99.3% | $15,914-99.2% | $13,402-99.0% |