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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,625 | $98,240-3.7% | $82,312+15.0% | $147,586-35.9% |
| Participation rate | 81.8% | 79.7%+2.1pp | 76.9%+4.9pp | 82.8%-1.0pp |
| Annual return | 61.08% | 30.85%+30.2pp | 25.88%+35.2pp | 578.59%-517.5pp |
| Employer contribution / active EE | $2,731 | $3,192-14.4% | $2,428+12.4% | $4,876-44.0% |
| Participant deferral / active EE | $4,536 | $4,383+3.5% | $3,706+22.4% | $5,439-16.6% |
| Admin fee / account holder | $89 | $8,563-99.0% | $5,608-98.4% | $10,886-99.2% |