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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,914 | $70,366-0.6% | $66,674+4.9% | $138,895-49.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.7%+1.3pp | 79.9%-4.9pp |
| Annual return | 15.75% | 386.41%-370.7pp | 321.24%-305.5pp | 145.39%-129.6pp |
| Employer contribution / active EE | $2,405 | $2,765-13.0% | $2,620-8.2% | $4,194-42.7% |
| Participant deferral / active EE | $5,591 | $4,374+27.8% | $4,084+36.9% | $6,396-12.6% |
| Admin fee / account holder | $4 | $5,262-99.9% | $5,098-99.9% | $12,562-100.0% |