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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,672 | $183,539-62.0% | $155,556-55.2% | $145,897-52.2% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 16.91% | 61.31%-44.4pp | 64.84%-47.9pp | 552.29%-535.4pp |
| Employer contribution / active EE | $3,848 | $5,315-27.6% | $4,675-17.7% | $4,663-17.5% |
| Participant deferral / active EE | $5,386 | $6,467-16.7% | $5,631-4.3% | $6,689-19.5% |
| Admin fee / account holder | $299 | $19,275-98.4% | $15,885-98.1% | $13,390-97.8% |