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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,007 | $166,089-46.4% | $164,928-46.0% | $145,978-39.0% |
| Participation rate | 94.1% | 82.0%+12.1pp | 78.6%+15.5pp | 80.3%+13.8pp |
| Annual return | 12.23% | 100.26%-88.0pp | 70.08%-57.8pp | 550.52%-538.3pp |
| Employer contribution / active EE | $2,416 | $5,276-54.2% | $4,343-44.4% | $4,662-48.2% |
| Participant deferral / active EE | $6,420 | $6,961-7.8% | $6,034+6.4% | $6,690-4.0% |
| Admin fee / account holder | $292 | $16,641-98.2% | $12,684-97.7% | $13,400-97.8% |