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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,190 | $165,381-29.1% | $149,730-21.7% | $158,966-26.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.65% | 348.29%-332.6pp | 276.70%-261.0pp | 302.95%-287.3pp |
| Employer contribution / active EE | $2,652 | $5,104-48.0% | $4,645-42.9% | $4,762-44.3% |
| Participant deferral / active EE | $7,116 | $7,182-0.9% | $6,843+4.0% | $5,983+18.9% |
| Admin fee / account holder | $5 | $10,809-100.0% | $9,310-99.9% | $11,250-100.0% |