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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,867 | $183,592-58.1% | $155,567-50.6% | $145,959-47.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.71% | 61.24%-51.5pp | 64.74%-55.0pp | 561.95%-552.2pp |
| Employer contribution / active EE | $5,764 | $5,315+8.5% | $4,674+23.3% | $4,661+23.7% |
| Participant deferral / active EE | $3,747 | $6,464-42.0% | $5,628-33.4% | $6,689-44.0% |
| Admin fee / account holder | $270 | $19,318-98.6% | $15,916-98.3% | $13,398-98.0% |