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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,868 | $197,637-50.0% | $177,848-44.4% | $158,982-37.8% |
| Participation rate | 76.2% | 88.5%-12.3pp | 87.7%-11.5pp | 82.0%-5.8pp |
| Annual return | 29.58% | 58.77%-29.2pp | 48.33%-18.7pp | 302.99%-273.4pp |
| Employer contribution / active EE | $5,826 | $6,698-13.0% | $5,919-1.6% | $4,763+22.3% |
| Participant deferral / active EE | $9,593 | $8,405+14.1% | $7,714+24.4% | $5,983+60.3% |
| Admin fee / account holder | $49 | $15,406-99.7% | $12,431-99.6% | $11,252-99.6% |