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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,654 | $196,972-66.2% | $182,262-63.4% | $198,609-66.4% |
| Participation rate | 91.7% | 85.7%+6.0pp | 84.2%+7.5pp | 82.4%+9.3pp |
| Annual return | 24.84% | 158.27%-133.4pp | 140.60%-115.8pp | 202.70%-177.9pp |
| Employer contribution / active EE | $4,284 | $5,364-20.1% | $5,046-15.1% | $5,055-15.3% |
| Participant deferral / active EE | $9,203 | $8,643+6.5% | $8,276+11.2% | $6,977+31.9% |
| Admin fee / account holder | $73 | $18,429-99.6% | $16,712-99.6% | $19,030-99.6% |