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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,573 | $165,361-25.9% | $149,715-18.1% | $158,950-22.9% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 14.86% | 348.24%-333.4pp | 276.66%-261.8pp | 302.91%-288.1pp |
| Employer contribution / active EE | $12,105 | $5,103+137.2% | $4,645+160.6% | $4,762+154.2% |
| Participant deferral / active EE | $6,186 | $7,182-13.9% | $6,842-9.6% | $5,983+3.4% |
| Admin fee / account holder | $33 | $10,808-99.7% | $9,310-99.6% | $11,248-99.7% |