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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,312 | $183,592-36.1% | $155,574-24.6% | $145,877-19.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 22.64% | 61.37%-38.7pp | 64.87%-42.2pp | 551.28%-528.6pp |
| Employer contribution / active EE | $2,579 | $5,317-51.5% | $4,676-44.9% | $4,663-44.7% |
| Participant deferral / active EE | $6,128 | $6,466-5.2% | $5,629+8.9% | $6,691-8.4% |
| Admin fee / account holder | $66 | $19,316-99.7% | $15,914-99.6% | $13,402-99.5% |