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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,459 | $227,597-62.5% | $189,575-54.9% | $167,536-49.0% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.4%+13.9pp | 82.1%+10.2pp |
| Annual return | 13.91% | 78.44%-64.5pp | 64.19%-50.3pp | 478.82%-464.9pp |
| Employer contribution / active EE | $6,780 | $5,316+27.5% | $4,412+53.7% | $4,839+40.1% |
| Participant deferral / active EE | $3,858 | $7,002-44.9% | $6,174-37.5% | $6,342-39.2% |
| Admin fee / account holder | $223 | $11,877-98.1% | $9,806-97.7% | $12,315-98.2% |