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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,558 | $165,381-7.8% | $149,730+1.9% | $158,966-4.0% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 11.13% | 348.29%-337.2pp | 276.70%-265.6pp | 302.95%-291.8pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,377 | $7,182-53.0% | $6,843-50.7% | $5,983-43.6% |
| Admin fee / account holder | $148 | $10,809-98.6% | $9,310-98.4% | $11,250-98.7% |