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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,435 | $209,425-57.8% | $178,499-50.5% | $158,966-44.4% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 13.60% | 188.80%-175.2pp | 151.10%-137.5pp | 302.95%-289.3pp |
| Employer contribution / active EE | $1,917 | $5,707-66.4% | $5,011-61.7% | $4,762-59.7% |
| Participant deferral / active EE | $5,288 | $5,955-11.2% | $5,202+1.6% | $5,983-11.6% |
| Admin fee / account holder | $120 | $17,078-99.3% | $13,986-99.1% | $11,250-98.9% |