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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,013 | $165,361-23.2% | $149,715-15.2% | $158,950-20.1% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 14.04% | 348.24%-334.2pp | 276.66%-262.6pp | 302.91%-288.9pp |
| Employer contribution / active EE | $1,326 | $5,103-74.0% | $4,645-71.5% | $4,762-72.2% |
| Participant deferral / active EE | $3,385 | $7,182-52.9% | $6,842-50.5% | $5,983-43.4% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |