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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,586 | $183,592-58.3% | $155,574-50.8% | $145,877-47.5% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 11.93% | 61.37%-49.4pp | 64.87%-52.9pp | 551.28%-539.4pp |
| Employer contribution / active EE | $2,620 | $5,317-50.7% | $4,676-44.0% | $4,663-43.8% |
| Participant deferral / active EE | $8,938 | $6,466+38.2% | $5,629+58.8% | $6,691+33.6% |
| Admin fee / account holder | $298 | $19,316-98.5% | $15,914-98.1% | $13,402-97.8% |