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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,950 | $165,399-19.0% | $149,745-10.5% | $158,982-15.7% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 12.54% | 348.34%-335.8pp | 276.72%-264.2pp | 302.99%-290.4pp |
| Employer contribution / active EE | $1,765 | $5,105-65.4% | $4,646-62.0% | $4,763-62.9% |
| Participant deferral / active EE | $10,215 | $7,183+42.2% | $6,843+49.3% | $5,983+70.7% |
| Admin fee / account holder | $292 | $10,811-97.3% | $9,312-96.9% | $11,252-97.4% |