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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,071 | $196,972-76.6% | $182,262-74.7% | $198,609-76.8% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 21.62% | 158.27%-136.7pp | 140.60%-119.0pp | 202.70%-181.1pp |
| Employer contribution / active EE | $5,737 | $5,364+7.0% | $5,046+13.7% | $5,055+13.5% |
| Participant deferral / active EE | $7,074 | $8,643-18.1% | $8,276-14.5% | $6,977+1.4% |
| Admin fee / account holder | $106 | $18,429-99.4% | $16,712-99.4% | $19,030-99.4% |