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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,759 | $183,516-58.7% | $155,534-51.3% | $145,884-48.1% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 11.44% | 61.43%-50.0pp | 64.92%-53.5pp | 551.85%-540.4pp |
| Employer contribution / active EE | $5,079 | $5,315-4.4% | $4,675+8.6% | $4,662+8.9% |
| Participant deferral / active EE | $5,168 | $6,467-20.1% | $5,630-8.2% | $6,690-22.8% |
| Admin fee / account holder | $164 | $19,293-99.2% | $15,900-99.0% | $13,392-98.8% |