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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,627 | $165,381-45.8% | $149,730-40.1% | $158,966-43.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.82% | 348.29%-333.5pp | 276.70%-261.9pp | 302.95%-288.1pp |
| Employer contribution / active EE | $3,271 | $5,104-35.9% | $4,645-29.6% | $4,762-31.3% |
| Participant deferral / active EE | $7,489 | $7,182+4.3% | $6,843+9.4% | $5,983+25.2% |
| Admin fee / account holder | $212 | $10,809-98.0% | $9,310-97.7% | $11,250-98.1% |