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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,254 | $115,814-41.1% | $101,275-32.6% | $158,982-57.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 12.92% | 56.16%-43.2pp | 46.48%-33.6pp | 302.99%-290.1pp |
| Employer contribution / active EE | $3,292 | $4,176-21.2% | $3,660-10.1% | $4,763-30.9% |
| Participant deferral / active EE | $5,154 | $4,958+3.9% | $4,371+17.9% | $5,983-13.9% |
| Admin fee / account holder | $214 | $7,249-97.1% | $5,948-96.4% | $11,252-98.1% |