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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,378 | $157,296-41.3% | $141,191-34.6% | $152,897-39.6% |
| Participation rate | 95.7% | 84.8%+10.8pp | 82.5%+13.2pp | 82.5%+13.2pp |
| Annual return | 23.86% | 64.34%-40.5pp | 71.41%-47.5pp | 345.43%-321.6pp |
| Employer contribution / active EE | $5,216 | $5,262-0.9% | $4,736+10.1% | $4,764+9.5% |
| Participant deferral / active EE | $11,546 | $7,111+62.4% | $6,710+72.1% | $5,851+97.3% |
| Admin fee / account holder | $203 | $12,125-98.3% | $10,264-98.0% | $11,599-98.3% |