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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,275 | $109,344-4.6% | $89,400+16.6% | $158,950-34.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.74% | 345.73%-332.0pp | 245.64%-231.9pp | 302.91%-289.2pp |
| Employer contribution / active EE | $2,166 | $3,170-31.7% | $2,586-16.2% | $4,762-54.5% |
| Participant deferral / active EE | $5,435 | $4,599+18.2% | $3,890+39.7% | $5,983-9.2% |
| Admin fee / account holder | $165 | $6,154-97.3% | $4,882-96.6% | $11,248-98.5% |