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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,993 | $168,635-10.5% | $147,617+2.3% | $125,389+20.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 3.16% | 77.65%-74.5pp | 61.98%-58.8pp | 282.24%-279.1pp |
| Employer contribution / active EE | $3,500 | $6,252-44.0% | $5,564-37.1% | $4,866-28.1% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $75 | $13,580-99.4% | $11,612-99.4% | $9,541-99.2% |