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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,172 | $183,539-32.3% | $155,556-20.2% | $145,897-14.9% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.4pp | 80.3%+6.4pp |
| Annual return | 15.97% | 61.31%-45.3pp | 64.84%-48.9pp | 552.29%-536.3pp |
| Employer contribution / active EE | $3,670 | $5,315-31.0% | $4,675-21.5% | $4,663-21.3% |
| Participant deferral / active EE | $4,480 | $6,467-30.7% | $5,631-20.4% | $6,689-33.0% |
| Admin fee / account holder | $112 | $19,275-99.4% | $15,885-99.3% | $13,390-99.2% |