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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,104 | $160,040-37.5% | $147,096-31.9% | $145,877-31.4% |
| Participation rate | 81.0% | 84.0%-3.1pp | 82.2%-1.2pp | 80.3%+0.7pp |
| Annual return | 19.40% | 98.49%-79.1pp | 419.75%-400.3pp | 551.28%-531.9pp |
| Employer contribution / active EE | $3,118 | $5,289-41.1% | $4,936-36.8% | $4,663-33.1% |
| Participant deferral / active EE | $11,181 | $8,429+32.7% | $8,071+38.5% | $6,691+67.1% |
| Admin fee / account holder | $287 | $15,050-98.1% | $13,005-97.8% | $13,402-97.9% |