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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,881 | $148,582-42.2% | $135,942-36.8% | $139,456-38.4% |
| Participation rate | 95.8% | 83.9%+12.0pp | 81.9%+13.9pp | 80.3%+15.5pp |
| Annual return | 17.71% | 79.26%-61.5pp | 68.28%-50.6pp | 373.45%-355.7pp |
| Employer contribution / active EE | $4,352 | $5,245-17.0% | $4,858-10.4% | $4,753-8.4% |
| Participant deferral / active EE | $6,517 | $8,101-19.6% | $7,759-16.0% | $6,711-2.9% |
| Admin fee / account holder | $62 | $12,402-99.5% | $10,764-99.4% | $11,407-99.5% |