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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,893 | $165,399-53.5% | $149,745-48.7% | $158,982-51.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.22% | 348.34%-321.1pp | 276.72%-249.5pp | 302.99%-275.8pp |
| Employer contribution / active EE | $5,109 | $5,105+0.1% | $4,646+10.0% | $4,763+7.3% |
| Participant deferral / active EE | $16,875 | $7,183+134.9% | $6,843+146.6% | $5,983+182.0% |
| Admin fee / account holder | $82 | $10,811-99.2% | $9,312-99.1% | $11,252-99.3% |