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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,293 | $159,934-34.2% | $147,005-28.4% | $145,959-27.9% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.2%-0.9pp | 80.3%+1.0pp |
| Annual return | 18.14% | 98.24%-80.1pp | 418.76%-400.6pp | 561.95%-543.8pp |
| Employer contribution / active EE | $3,296 | $5,287-37.7% | $4,934-33.2% | $4,661-29.3% |
| Participant deferral / active EE | $8,795 | $8,427+4.4% | $8,070+9.0% | $6,689+31.5% |
| Admin fee / account holder | $9 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |