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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,803 | $227,399-71.5% | $189,758-65.8% | $198,609-67.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 79.8%+9.1pp | 82.4%+6.5pp |
| Annual return | 19.13% | 61.03%-41.9pp | 52.62%-33.5pp | 202.70%-183.6pp |
| Employer contribution / active EE | $5,451 | $5,526-1.4% | $4,767+14.4% | $5,055+7.8% |
| Participant deferral / active EE | $3,300 | $6,837-51.7% | $5,856-43.6% | $6,977-52.7% |
| Admin fee / account holder | $20 | $25,162-99.9% | $20,388-99.9% | $19,030-99.9% |