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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,616 | $168,635-42.7% | $147,617-34.5% | $125,389-22.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 4.98% | 77.65%-72.7pp | 61.98%-57.0pp | 282.24%-277.3pp |
| Employer contribution / active EE | $5,214 | $6,252-16.6% | $5,564-6.3% | $4,866+7.2% |
| Participant deferral / active EE | $4,770 | $5,507-13.4% | $4,895-2.6% | $5,352-10.9% |
| Admin fee / account holder | $229 | $13,580-98.3% | $11,612-98.0% | $9,541-97.6% |