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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,768 | $157,304+7.3% | $141,197+19.5% | $152,909+10.4% |
| Participation rate | 91.3% | 84.8%+6.5pp | 82.5%+8.8pp | 82.5%+8.8pp |
| Annual return | 17.32% | 64.34%-47.0pp | 71.41%-54.1pp | 345.46%-328.1pp |
| Employer contribution / active EE | $2,671 | $5,263-49.2% | $4,736-43.6% | $4,764-43.9% |
| Participant deferral / active EE | $6,405 | $7,111-9.9% | $6,710-4.5% | $5,851+9.5% |
| Admin fee / account holder | $120 | $12,126-99.0% | $10,265-98.8% | $11,601-99.0% |