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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,224 | $157,304-17.2% | $141,197-7.8% | $152,909-14.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 22.49% | 64.34%-41.8pp | 71.41%-48.9pp | 345.46%-323.0pp |
| Employer contribution / active EE | $4,307 | $5,263-18.2% | $4,736-9.1% | $4,764-9.6% |
| Participant deferral / active EE | $8,544 | $7,111+20.1% | $6,710+27.3% | $5,851+46.0% |
| Admin fee / account holder | $43 | $12,126-99.6% | $10,265-99.6% | $11,601-99.6% |