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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,948 | $102,422-9.2% | $147,117-36.8% | $80,959+14.8% |
| Participation rate | 93.8% | 75.9%+17.9pp | 82.2%+11.6pp | 67.7%+26.1pp |
| Annual return | 16.76% | 135.16%-118.4pp | 420.54%-403.8pp | 35.67%-18.9pp |
| Employer contribution / active EE | $3,320 | $3,717-10.7% | $4,932-32.7% | $2,757+20.4% |
| Participant deferral / active EE | $7,231 | $6,652+8.7% | $8,065-10.3% | $4,300+68.1% |
| Admin fee / account holder | $199 | $7,953-97.5% | $12,993-98.5% | $6,925-97.1% |