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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,131 | $183,516-28.5% | $155,534-15.7% | $145,884-10.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.31% | 61.43%-51.1pp | 64.92%-54.6pp | 551.85%-541.5pp |
| Employer contribution / active EE | $5,040 | $5,315-5.2% | $4,675+7.8% | $4,662+8.1% |
| Participant deferral / active EE | $13,885 | $6,467+114.7% | $5,630+146.6% | $6,690+107.6% |
| Admin fee / account holder | $41 | $19,293-99.8% | $15,900-99.7% | $13,392-99.7% |