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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,228 | $109,344-23.9% | $89,400-6.9% | $158,950-47.6% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 16.79% | 345.73%-328.9pp | 245.64%-228.8pp | 302.91%-286.1pp |
| Employer contribution / active EE | $3,521 | $3,170+11.1% | $2,586+36.2% | $4,762-26.1% |
| Participant deferral / active EE | $5,223 | $4,599+13.6% | $3,890+34.3% | $5,983-12.7% |
| Admin fee / account holder | $136 | $6,154-97.8% | $4,882-97.2% | $11,248-98.8% |