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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,192 | $148,582-14.4% | $135,942-6.4% | $139,456-8.8% |
| Participation rate | 70.6% | 83.9%-13.3pp | 81.9%-11.3pp | 80.3%-9.7pp |
| Annual return | 20.96% | 79.26%-58.3pp | 68.28%-47.3pp | 373.45%-352.5pp |
| Employer contribution / active EE | $2,625 | $5,245-49.9% | $4,858-46.0% | $4,753-44.8% |
| Participant deferral / active EE | $4,955 | $8,101-38.8% | $7,759-36.1% | $6,711-26.2% |
| Admin fee / account holder | $69 | $12,402-99.4% | $10,764-99.4% | $11,407-99.4% |