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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,820 | $197,819-69.3% | $155,789-61.0% | $125,389-51.5% |
| Participation rate | 81.8% | 82.1%-0.3pp | 76.1%+5.7pp | 83.2%-1.4pp |
| Annual return | 0.71% | 86.73%-86.0pp | 71.54%-70.8pp | 282.24%-281.5pp |
| Employer contribution / active EE | $5,088 | $4,850+4.9% | $3,839+32.5% | $4,866+4.6% |
| Participant deferral / active EE | $6,434 | $5,631+14.3% | $4,798+34.1% | $5,352+20.2% |
| Admin fee / account holder | $83 | $9,544-99.1% | $7,477-98.9% | $9,541-99.1% |