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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,103 | $165,361-8.6% | $149,715+0.9% | $158,950-4.9% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 16.70% | 348.24%-331.5pp | 276.66%-260.0pp | 302.91%-286.2pp |
| Employer contribution / active EE | $3,007 | $5,103-41.1% | $4,645-35.2% | $4,762-36.8% |
| Participant deferral / active EE | $7,348 | $7,182+2.3% | $6,842+7.4% | $5,983+22.8% |
| Admin fee / account holder | $2 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |