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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,109 | $172,111-14.5% | $150,298-2.1% | $137,256+7.2% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 14.80% | 69.37%-54.6pp | 62.79%-48.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,304 | $4,636-50.3% | $4,154-44.5% | $4,156-44.6% |
| Participant deferral / active EE | $12,019 | $6,166+94.9% | $5,453+120.4% | $6,407+87.6% |
| Admin fee / account holder | $3 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |