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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,861 | $160,040-16.4% | $147,096-9.0% | $145,877-8.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 11.04% | 98.49%-87.5pp | 419.75%-408.7pp | 551.28%-540.2pp |
| Employer contribution / active EE | $4,395 | $5,289-16.9% | $4,936-11.0% | $4,663-5.7% |
| Participant deferral / active EE | $15,528 | $8,429+84.2% | $8,071+92.4% | $6,691+132.1% |
| Admin fee / account holder | $20 | $15,050-99.9% | $13,005-99.8% | $13,402-99.9% |