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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,007 | $166,131-46.4% | $164,975-46.0% | $145,877-39.0% |
| Participation rate | 94.1% | 82.0%+12.1pp | 78.6%+15.5pp | 80.3%+13.8pp |
| Annual return | 12.23% | 100.37%-88.1pp | 70.12%-57.9pp | 551.28%-539.1pp |
| Employer contribution / active EE | $2,416 | $5,276-54.2% | $4,343-44.4% | $4,663-48.2% |
| Participant deferral / active EE | $6,420 | $6,962-7.8% | $6,033+6.4% | $6,691-4.0% |
| Admin fee / account holder | $292 | $16,648-98.2% | $12,688-97.7% | $13,402-97.8% |