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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,876 | $160,040-28.8% | $147,096-22.6% | $145,877-21.9% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 12.12% | 98.49%-86.4pp | 419.75%-407.6pp | 551.28%-539.2pp |
| Employer contribution / active EE | $3,794 | $5,289-28.3% | $4,936-23.1% | $4,663-18.6% |
| Participant deferral / active EE | $13,034 | $8,429+54.6% | $8,071+61.5% | $6,691+94.8% |
| Admin fee / account holder | $15 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |