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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,938 | $125,778-17.4% | $114,563-9.3% | $154,746-32.8% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.9%+2.1pp | 80.7%-5.7pp |
| Annual return | 16.95% | 295.14%-278.2pp | 241.09%-224.1pp | 172.34%-155.4pp |
| Employer contribution / active EE | $2,040 | $2,806-27.3% | $2,592-21.3% | $4,379-53.4% |
| Participant deferral / active EE | $5,355 | $4,445+20.5% | $4,142+29.3% | $6,730-20.4% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |