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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,172 | $183,592-32.4% | $155,574-20.2% | $145,877-14.9% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.5pp | 80.3%+6.4pp |
| Annual return | 15.97% | 61.37%-45.4pp | 64.87%-48.9pp | 551.28%-535.3pp |
| Employer contribution / active EE | $3,670 | $5,317-31.0% | $4,676-21.5% | $4,663-21.3% |
| Participant deferral / active EE | $4,480 | $6,466-30.7% | $5,629-20.4% | $6,691-33.0% |
| Admin fee / account holder | $112 | $19,316-99.4% | $15,914-99.3% | $13,402-99.2% |