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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,014 | $183,592+4.0% | $155,574+22.8% | $145,877+30.9% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 12.98% | 61.37%-48.4pp | 64.87%-51.9pp | 551.28%-538.3pp |
| Employer contribution / active EE | $2,042 | $5,317-61.6% | $4,676-56.3% | $4,663-56.2% |
| Participant deferral / active EE | $5,684 | $6,466-12.1% | $5,629+1.0% | $6,691-15.0% |
| Admin fee / account holder | $134 | $19,316-99.3% | $15,914-99.2% | $13,402-99.0% |