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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,527 | $111,5350% | $105,223+6.0% | $137,256-18.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 16.30% | 237.85%-221.6pp | 180.65%-164.4pp | 220.34%-204.0pp |
| Employer contribution / active EE | $8,776 | $3,939+122.8% | $3,689+137.9% | $4,156+111.2% |
| Participant deferral / active EE | $5,760 | $5,500+4.7% | $5,072+13.6% | $6,407-10.1% |
| Admin fee / account holder | $4 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |