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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,801 | $125,237-20.3% | $105,608-5.5% | $145,877-31.6% |
| Participation rate | 82.4% | 77.7%+4.7pp | 75.3%+7.1pp | 80.3%+2.1pp |
| Annual return | 19.45% | 225.76%-206.3pp | 116.50%-97.0pp | 551.28%-531.8pp |
| Employer contribution / active EE | $4,992 | $3,720+34.2% | $3,167+57.6% | $4,663+7.1% |
| Participant deferral / active EE | $4,102 | $5,711-28.2% | $5,010-18.1% | $6,691-38.7% |
| Admin fee / account holder | $294 | $17,287-98.3% | $11,028-97.3% | $13,402-97.8% |