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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,223 | $168,635-44.1% | $147,617-36.2% | $125,389-24.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.49% | 77.65%-77.2pp | 61.98%-61.5pp | 282.24%-281.7pp |
| Employer contribution / active EE | $5,114 | $6,252-18.2% | $5,564-8.1% | $4,866+5.1% |
| Participant deferral / active EE | $5,405 | $5,507-1.9% | $4,895+10.4% | $5,352+1.0% |
| Admin fee / account holder | $157 | $13,580-98.8% | $11,612-98.6% | $9,541-98.4% |