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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,117 | $160,040-51.2% | $147,096-46.9% | $145,877-46.5% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+7.9pp |
| Annual return | 13.49% | 98.49%-85.0pp | 419.75%-406.3pp | 551.28%-537.8pp |
| Employer contribution / active EE | $4,203 | $5,289-20.5% | $4,936-14.8% | $4,663-9.9% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $109 | $15,050-99.3% | $13,005-99.2% | $13,402-99.2% |