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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,283 | $227,399-67.3% | $189,758-60.9% | $198,609-62.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 42.52% | 61.03%-18.5pp | 52.62%-10.1pp | 202.70%-160.2pp |
| Employer contribution / active EE | $2,632 | $5,526-52.4% | $4,767-44.8% | $5,055-47.9% |
| Participant deferral / active EE | $7,084 | $6,837+3.6% | $5,856+21.0% | $6,977+1.5% |
| Admin fee / account holder | $215 | $25,162-99.1% | $20,388-98.9% | $19,030-98.9% |