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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,172 | $183,592-32.4% | $155,567-20.2% | $145,959-14.9% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.5pp | 80.3%+6.4pp |
| Annual return | 15.97% | 61.24%-45.3pp | 64.74%-48.8pp | 561.95%-546.0pp |
| Employer contribution / active EE | $3,670 | $5,315-30.9% | $4,674-21.5% | $4,661-21.3% |
| Participant deferral / active EE | $4,480 | $6,464-30.7% | $5,628-20.4% | $6,689-33.0% |
| Admin fee / account holder | $112 | $19,318-99.4% | $15,916-99.3% | $13,398-99.2% |