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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,914 | $72,071-3.0% | $68,368+2.3% | $137,256-49.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 15.75% | 353.14%-337.4pp | 292.57%-276.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,405 | $2,788-13.7% | $2,649-9.2% | $4,156-42.1% |
| Participant deferral / active EE | $5,591 | $4,410+26.8% | $4,123+35.6% | $6,407-12.7% |
| Admin fee / account holder | $4 | $5,336-99.9% | $5,150-99.9% | $12,270-100.0% |