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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,601 | $168,626-26.7% | $133,698-7.6% | $145,897-15.3% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.4%+1.4pp | 80.3%-2.5pp |
| Annual return | 8.69% | 1168.99%-1160.3pp | 580.90%-572.2pp | 552.29%-543.6pp |
| Employer contribution / active EE | $2,198 | $5,290-58.5% | $4,218-47.9% | $4,663-52.9% |
| Participant deferral / active EE | $4,531 | $8,688-47.9% | $7,016-35.4% | $6,689-32.3% |
| Admin fee / account holder | $199 | $9,638-97.9% | $6,703-97.0% | $13,390-98.5% |