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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,517 | $148,582-35.7% | $135,942-29.7% | $139,456-31.5% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 27.28% | 79.26%-52.0pp | 68.28%-41.0pp | 373.45%-346.2pp |
| Employer contribution / active EE | $3,278 | $5,245-37.5% | $4,858-32.5% | $4,753-31.0% |
| Participant deferral / active EE | $17,646 | $8,101+117.8% | $7,759+127.4% | $6,711+162.9% |
| Admin fee / account holder | $83 | $12,402-99.3% | $10,764-99.2% | $11,407-99.3% |