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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,646 | $210,698-54.1% | $178,014-45.7% | $145,959-33.8% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 9.11% | 386.27%-377.2pp | 294.80%-285.7pp | 561.95%-552.8pp |
| Employer contribution / active EE | $4,584 | $4,567+0.4% | $3,950+16.0% | $4,661-1.7% |
| Participant deferral / active EE | $2,385 | $6,958-65.7% | $6,276-62.0% | $6,689-64.3% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |