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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,357 | $157,276-31.1% | $141,177-23.2% | $152,885-29.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 19.65% | 64.33%-44.7pp | 71.40%-51.8pp | 345.39%-325.7pp |
| Employer contribution / active EE | $3,498 | $5,262-33.5% | $4,736-26.1% | $4,763-26.6% |
| Participant deferral / active EE | $6,958 | $7,110-2.1% | $6,710+3.7% | $5,851+18.9% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |