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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,109 | $157,304-30.0% | $141,197-22.0% | $152,909-28.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.56% | 64.34%-48.8pp | 71.41%-55.8pp | 345.46%-329.9pp |
| Employer contribution / active EE | $5,800 | $5,263+10.2% | $4,736+22.5% | $4,764+21.7% |
| Participant deferral / active EE | $6,703 | $7,111-5.7% | $6,710-0.1% | $5,851+14.5% |
| Admin fee / account holder | $80 | $12,126-99.3% | $10,265-99.2% | $11,601-99.3% |