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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,484 | $135,956-10.6% | $123,894-1.9% | $273,972-55.7% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $3,563 | $5,170-31.1% | $4,617-22.8% | $4,869-26.8% |
| Participant deferral / active EE | $7,321 | $6,343+15.4% | $5,984+22.3% | $5,287+38.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |