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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,273 | $168,636-29.9% | $147,618-19.9% | $125,388-5.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.62% | 77.65%-77.0pp | 61.98%-61.4pp | 282.24%-281.6pp |
| Employer contribution / active EE | $6,973 | $6,252+11.5% | $5,565+25.3% | $4,866+43.3% |
| Participant deferral / active EE | $5,901 | $5,507+7.2% | $4,895+20.5% | $5,352+10.3% |
| Admin fee / account holder | $75 | $13,580-99.5% | $11,612-99.4% | $9,541-99.2% |