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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,435 | $157,296-19.0% | $141,191-9.7% | $152,897-16.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 22.32% | 64.34%-42.0pp | 71.41%-49.1pp | 345.43%-323.1pp |
| Employer contribution / active EE | $1,282 | $5,262-75.6% | $4,736-72.9% | $4,764-73.1% |
| Participant deferral / active EE | $2,638 | $7,111-62.9% | $6,710-60.7% | $5,851-54.9% |
| Admin fee / account holder | $249 | $12,125-97.9% | $10,264-97.6% | $11,599-97.8% |