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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,363 | $176,688-27.9% | $130,660-2.5% | $152,897-16.7% |
| Participation rate | 79.2% | 79.0%+0.2pp | 71.7%+7.4pp | 82.5%-3.3pp |
| Annual return | 21.75% | 2693.08%-2671.3pp | 1709.29%-1687.5pp | 345.43%-323.7pp |
| Employer contribution / active EE | $6,845 | $5,743+19.2% | $4,092+67.3% | $4,764+43.7% |
| Participant deferral / active EE | $4,562 | $4,362+4.6% | $3,603+26.6% | $5,851-22.0% |
| Admin fee / account holder | $178 | $7,131-97.5% | $5,463-96.7% | $11,599-98.5% |