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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,446 | $157,296-35.5% | $141,191-28.2% | $152,897-33.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 39.30% | 64.34%-25.0pp | 71.41%-32.1pp | 345.43%-306.1pp |
| Employer contribution / active EE | $3,577 | $5,262-32.0% | $4,736-24.5% | $4,764-24.9% |
| Participant deferral / active EE | $6,008 | $7,111-15.5% | $6,710-10.5% | $5,851+2.7% |
| Admin fee / account holder | $190 | $12,125-98.4% | $10,264-98.1% | $11,599-98.4% |