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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,857 | $165,399-8.2% | $149,745+1.4% | $158,982-4.5% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 19.53% | 348.34%-328.8pp | 276.72%-257.2pp | 302.99%-283.5pp |
| Employer contribution / active EE | $7,905 | $5,105+54.9% | $4,646+70.1% | $4,763+66.0% |
| Participant deferral / active EE | $5,134 | $7,183-28.5% | $6,843-25.0% | $5,983-14.2% |
| Admin fee / account holder | $8 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |