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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,801 | $125,193-20.3% | $105,591-5.5% | $145,978-31.6% |
| Participation rate | 82.4% | 77.6%+4.7pp | 75.3%+7.1pp | 80.3%+2.1pp |
| Annual return | 19.45% | 225.53%-206.1pp | 116.43%-97.0pp | 550.52%-531.1pp |
| Employer contribution / active EE | $4,992 | $3,718+34.3% | $3,166+57.7% | $4,662+7.1% |
| Participant deferral / active EE | $4,102 | $5,708-28.1% | $5,008-18.1% | $6,690-38.7% |
| Admin fee / account holder | $294 | $17,277-98.3% | $11,024-97.3% | $13,400-97.8% |