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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,080 | $157,296-9.7% | $141,191+0.6% | $152,897-7.1% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 20.00% | 64.34%-44.3pp | 71.41%-51.4pp | 345.43%-325.4pp |
| Employer contribution / active EE | $1,067 | $5,262-79.7% | $4,736-77.5% | $4,764-77.6% |
| Participant deferral / active EE | $5,908 | $7,111-16.9% | $6,710-12.0% | $5,851+1.0% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |