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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,252 | $102,938-15.2% | $94,105-7.3% | $138,895-37.2% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 13.58% | 250.28%-236.7pp | 204.55%-191.0pp | 145.39%-131.8pp |
| Employer contribution / active EE | $942 | $2,732-65.5% | $2,504-62.4% | $4,194-77.5% |
| Participant deferral / active EE | $4,176 | $4,196-0.5% | $3,881+7.6% | $6,396-34.7% |
| Admin fee / account holder | $212 | $6,600-96.8% | $6,199-96.6% | $12,562-98.3% |