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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,213 | $111,535-15.5% | $105,223-10.5% | $137,256-31.4% |
| Participation rate | 86.7% | 78.1%+8.6pp | 75.0%+11.6pp | 80.0%+6.7pp |
| Annual return | 16.21% | 237.85%-221.6pp | 180.65%-164.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,616 | $3,939-59.0% | $3,689-56.2% | $4,156-61.1% |
| Participant deferral / active EE | $5,115 | $5,500-7.0% | $5,072+0.9% | $6,407-20.2% |
| Admin fee / account holder | $57 | $9,721-99.4% | $8,859-99.4% | $12,270-99.5% |