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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,067 | $148,623-34.0% | $135,974-27.9% | $139,466-29.7% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 23.67% | 79.30%-55.6pp | 68.30%-44.6pp | 373.66%-350.0pp |
| Employer contribution / active EE | $3,683 | $5,246-29.8% | $4,859-24.2% | $4,754-22.5% |
| Participant deferral / active EE | $7,521 | $8,103-7.2% | $7,760-3.1% | $6,712+12.1% |
| Admin fee / account holder | $20 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |