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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,622 | $157,276-32.8% | $141,177-25.2% | $152,885-30.9% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 23.34% | 64.33%-41.0pp | 71.40%-48.1pp | 345.39%-322.0pp |
| Employer contribution / active EE | $5,222 | $5,262-0.8% | $4,736+10.3% | $4,763+9.6% |
| Participant deferral / active EE | $5,470 | $7,110-23.1% | $6,710-18.5% | $5,851-6.5% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |