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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,750 | $165,381-33.6% | $149,730-26.7% | $158,966-31.0% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 14.41% | 348.29%-333.9pp | 276.70%-262.3pp | 302.95%-288.5pp |
| Employer contribution / active EE | $5,259 | $5,104+3.0% | $4,645+13.2% | $4,762+10.4% |
| Participant deferral / active EE | $4,337 | $7,182-39.6% | $6,843-36.6% | $5,983-27.5% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |