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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,507 | $171,492-7.6% | $150,734+5.2% | $198,609-20.2% |
| Participation rate | 81.3% | 81.4%-0.2pp | 78.4%+2.8pp | 82.4%-1.1pp |
| Annual return | 18.65% | 804.70%-786.1pp | 600.81%-582.2pp | 202.70%-184.1pp |
| Employer contribution / active EE | $3,012 | $5,470-44.9% | $4,918-38.8% | $5,055-40.4% |
| Participant deferral / active EE | $8,471 | $6,259+35.3% | $5,610+51.0% | $6,977+21.4% |
| Admin fee / account holder | $29 | $17,628-99.8% | $14,905-99.8% | $19,030-99.8% |