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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,747 | $183,592-38.0% | $155,567-26.9% | $145,959-22.1% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 15.95% | 61.24%-45.3pp | 64.74%-48.8pp | 561.95%-546.0pp |
| Employer contribution / active EE | $4,874 | $5,315-8.3% | $4,674+4.3% | $4,661+4.6% |
| Participant deferral / active EE | $5,613 | $6,464-13.2% | $5,628-0.3% | $6,689-16.1% |
| Admin fee / account holder | $284 | $19,318-98.5% | $15,916-98.2% | $13,398-97.9% |