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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,836 | $183,516-48.3% | $155,534-39.0% | $145,884-35.0% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 17.72% | 61.43%-43.7pp | 64.92%-47.2pp | 551.85%-534.1pp |
| Employer contribution / active EE | $9,240 | $5,315+73.9% | $4,675+97.7% | $4,662+98.2% |
| Participant deferral / active EE | $16,894 | $6,467+161.3% | $5,630+200.1% | $6,690+152.5% |
| Admin fee / account holder | $220 | $19,293-98.9% | $15,900-98.6% | $13,392-98.4% |