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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,314 | $129,737-11.9% | $119,126-4.0% | $154,746-26.1% |
| Participation rate | 85.7% | 78.9%+6.9pp | 75.8%+10.0pp | 80.7%+5.0pp |
| Annual return | 13.99% | 379.08%-365.1pp | 282.11%-268.1pp | 172.34%-158.4pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,429 | $5,842-58.4% | $5,318-54.3% | $6,730-63.9% |
| Admin fee / account holder | $51 | $11,961-99.6% | $10,693-99.5% | $14,365-99.6% |