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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,844 | $197,637-53.0% | $177,848-47.8% | $158,982-41.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.42% | 58.77%-43.4pp | 48.33%-32.9pp | 302.99%-287.6pp |
| Employer contribution / active EE | $4,504 | $6,698-32.8% | $5,919-23.9% | $4,763-5.4% |
| Participant deferral / active EE | $9,937 | $8,405+18.2% | $7,714+28.8% | $5,983+66.1% |
| Admin fee / account holder | $115 | $15,406-99.3% | $12,431-99.1% | $11,252-99.0% |