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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,913 | $165,361-47.4% | $149,715-41.9% | $158,950-45.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.98% | 348.24%-328.3pp | 276.66%-256.7pp | 302.91%-282.9pp |
| Employer contribution / active EE | $3,909 | $5,103-23.4% | $4,645-15.8% | $4,762-17.9% |
| Participant deferral / active EE | $5,411 | $7,182-24.7% | $6,842-20.9% | $5,983-9.6% |
| Admin fee / account holder | $20 | $10,808-99.8% | $9,310-99.8% | $11,248-99.8% |