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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,045 | $176,105-2.3% | $159,474+7.9% | $167,536+2.7% |
| Participation rate | 71.4% | 85.0%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 24.76% | 331.91%-307.2pp | 263.68%-238.9pp | 478.82%-454.1pp |
| Employer contribution / active EE | $2,148 | $5,299-59.5% | $4,831-55.5% | $4,839-55.6% |
| Participant deferral / active EE | $6,278 | $7,751-19.0% | $7,353-14.6% | $6,342-1.0% |
| Admin fee / account holder | $280 | $12,559-97.8% | $10,802-97.4% | $12,315-97.7% |