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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,747 | $183,592-38.0% | $155,574-26.9% | $145,877-22.0% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 15.95% | 61.37%-45.4pp | 64.87%-48.9pp | 551.28%-535.3pp |
| Employer contribution / active EE | $4,874 | $5,317-8.3% | $4,676+4.2% | $4,663+4.5% |
| Participant deferral / active EE | $5,613 | $6,466-13.2% | $5,629-0.3% | $6,691-16.1% |
| Admin fee / account holder | $284 | $19,316-98.5% | $15,914-98.2% | $13,402-97.9% |