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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,314 | $134,817-15.2% | $123,973-7.8% | $155,188-26.3% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.7%+9.1pp | 80.8%+4.9pp |
| Annual return | 13.99% | 515.49%-501.5pp | 388.13%-374.1pp | 148.84%-134.9pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,429 | $5,706-57.4% | $5,247-53.7% | $6,531-62.8% |
| Admin fee / account holder | $51 | $13,245-99.6% | $11,799-99.6% | $14,480-99.6% |