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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,163 | $165,399-65.4% | $149,745-61.8% | $158,982-64.0% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 15.35% | 348.34%-333.0pp | 276.72%-261.4pp | 302.99%-287.6pp |
| Employer contribution / active EE | $5,432 | $5,105+6.4% | $4,646+16.9% | $4,763+14.1% |
| Participant deferral / active EE | $7,111 | $7,183-1.0% | $6,843+3.9% | $5,983+18.8% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |