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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,490 | $111,535-2.7% | $105,223+3.1% | $137,256-21.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 18.68% | 237.85%-219.2pp | 180.65%-162.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $7,107 | $3,939+80.4% | $3,689+92.7% | $4,156+71.0% |
| Participant deferral / active EE | $4,704 | $5,500-14.5% | $5,072-7.2% | $6,407-26.6% |
| Admin fee / account holder | $13 | $9,721-99.9% | $8,859-99.9% | $12,270-99.9% |