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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,720 | $176,077-34.3% | $159,455-27.4% | $167,518-30.9% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 15.16% | 331.83%-316.7pp | 263.63%-248.5pp | 478.71%-463.6pp |
| Employer contribution / active EE | $5,728 | $5,298+8.1% | $4,830+18.6% | $4,838+18.4% |
| Participant deferral / active EE | $4,215 | $7,751-45.6% | $7,353-42.7% | $6,342-33.5% |
| Admin fee / account holder | $206 | $12,556-98.4% | $10,800-98.1% | $12,312-98.3% |