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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,696 | $159,978-43.3% | $147,041-38.3% | $145,978-37.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 11.16% | 98.36%-87.2pp | 419.21%-408.0pp | 550.52%-539.4pp |
| Employer contribution / active EE | $2,329 | $5,288-56.0% | $4,935-52.8% | $4,662-50.0% |
| Participant deferral / active EE | $6,732 | $8,429-20.1% | $8,071-16.6% | $6,690+0.6% |
| Admin fee / account holder | $124 | $15,053-99.2% | $13,006-99.0% | $13,400-99.1% |