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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,998 | $165,399-25.6% | $149,745-17.9% | $158,982-22.6% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 9.45% | 348.34%-338.9pp | 276.72%-267.3pp | 302.99%-293.5pp |
| Employer contribution / active EE | $3,335 | $5,105-34.7% | $4,646-28.2% | $4,763-30.0% |
| Participant deferral / active EE | $8,715 | $7,183+21.3% | $6,843+27.4% | $5,983+45.7% |
| Admin fee / account holder | $61 | $10,811-99.4% | $9,312-99.3% | $11,252-99.5% |