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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,520 | $160,040-43.4% | $147,096-38.5% | $145,877-37.9% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 16.42% | 98.49%-82.1pp | 419.75%-403.3pp | 551.28%-534.9pp |
| Employer contribution / active EE | $3,821 | $5,289-27.8% | $4,936-22.6% | $4,663-18.1% |
| Participant deferral / active EE | $22,872 | $8,429+171.4% | $8,071+183.4% | $6,691+241.9% |
| Admin fee / account holder | $4 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |