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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,384 | $165,381-12.1% | $149,730-2.9% | $158,966-8.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.94% | 348.29%-330.4pp | 276.70%-258.8pp | 302.95%-285.0pp |
| Employer contribution / active EE | $2,456 | $5,104-51.9% | $4,645-47.1% | $4,762-48.4% |
| Participant deferral / active EE | $10,282 | $7,182+43.2% | $6,843+50.3% | $5,983+71.8% |
| Admin fee / account holder | $85 | $10,809-99.2% | $9,310-99.1% | $11,250-99.2% |