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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,929 | $183,627-64.6% | $155,602-58.3% | $145,978-55.5% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 10.04% | 61.32%-51.3pp | 64.81%-54.8pp | 550.52%-540.5pp |
| Employer contribution / active EE | $4,951 | $5,316-6.9% | $4,675+5.9% | $4,662+6.2% |
| Participant deferral / active EE | $5,448 | $6,466-15.7% | $5,629-3.2% | $6,690-18.6% |
| Admin fee / account holder | $16 | $19,327-99.9% | $15,923-99.9% | $13,400-99.9% |