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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,944 | $196,972-29.5% | $182,262-23.8% | $198,609-30.0% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 18.96% | 158.27%-139.3pp | 140.60%-121.6pp | 202.70%-183.7pp |
| Employer contribution / active EE | $2,280 | $5,364-57.5% | $5,046-54.8% | $5,055-54.9% |
| Participant deferral / active EE | $6,398 | $8,643-26.0% | $8,276-22.7% | $6,977-8.3% |
| Admin fee / account holder | $28 | $18,429-99.8% | $16,712-99.8% | $19,030-99.9% |