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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,131 | $198,457-25.4% | $170,435-13.1% | $147,586+0.4% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 17.69% | 257.30%-239.6pp | 205.94%-188.2pp | 578.59%-560.9pp |
| Employer contribution / active EE | $2,880 | $6,183-53.4% | $5,432-47.0% | $4,876-40.9% |
| Participant deferral / active EE | $3,983 | $5,629-29.2% | $4,939-19.4% | $5,439-26.8% |
| Admin fee / account holder | $13 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |