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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,704 | $227,399-57.9% | $189,758-49.6% | $198,609-51.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 79.8%+9.1pp | 82.4%+6.5pp |
| Annual return | 15.97% | 61.03%-45.1pp | 52.62%-36.6pp | 202.70%-186.7pp |
| Employer contribution / active EE | $4,226 | $5,526-23.5% | $4,767-11.3% | $5,055-16.4% |
| Participant deferral / active EE | $3,872 | $6,837-43.4% | $5,856-33.9% | $6,977-44.5% |
| Admin fee / account holder | $31 | $25,162-99.9% | $20,388-99.8% | $19,030-99.8% |