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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,699 | $176,120-25.8% | $159,487-18.1% | $167,553-22.0% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 15.40% | 331.95%-316.5pp | 263.71%-248.3pp | 478.89%-463.5pp |
| Employer contribution / active EE | $1,004 | $5,299-81.1% | $4,831-79.2% | $4,840-79.3% |
| Participant deferral / active EE | $4,550 | $7,752-41.3% | $7,354-38.1% | $6,343-28.3% |
| Admin fee / account holder | $151 | $12,561-98.8% | $10,804-98.6% | $12,316-98.8% |