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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,653 | $108,912-9.4% | $100,383-1.7% | $145,959-32.4% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 16.73% | 57.96%-41.2pp | 49.26%-32.5pp | 561.95%-545.2pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $11,007 | $8,451+30.2% | $8,086+36.1% | $6,689+64.6% |
| Admin fee / account holder | $129 | $9,690-98.7% | $7,900-98.4% | $13,398-99.0% |