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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,773 | $168,635-61.0% | $147,617-55.4% | $125,389-47.5% |
| Participation rate | 90.9% | 88.8%+2.1pp | 84.6%+6.3pp | 83.2%+7.7pp |
| Annual return | -1.06% | 77.65%-78.7pp | 61.98%-63.0pp | 282.24%-283.3pp |
| Employer contribution / active EE | $5,526 | $6,252-11.6% | $5,564-0.7% | $4,866+13.6% |
| Participant deferral / active EE | $2,794 | $5,507-49.3% | $4,895-42.9% | $5,352-47.8% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |