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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,520 | $160,028-43.4% | $147,080-38.5% | $145,884-38.0% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 16.42% | 98.60%-82.2pp | 420.17%-403.7pp | 551.85%-535.4pp |
| Employer contribution / active EE | $3,821 | $5,286-27.7% | $4,933-22.6% | $4,662-18.0% |
| Participant deferral / active EE | $22,872 | $8,422+171.6% | $8,066+183.5% | $6,690+241.9% |
| Admin fee / account holder | $4 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |