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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,109 | $185,312-20.6% | $161,489-8.9% | $154,746-4.9% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 14.80% | 103.84%-89.0pp | 89.72%-74.9pp | 172.34%-157.5pp |
| Employer contribution / active EE | $2,304 | $4,769-51.7% | $4,268-46.0% | $4,379-47.4% |
| Participant deferral / active EE | $12,019 | $6,350+89.3% | $5,630+113.5% | $6,730+78.6% |
| Admin fee / account holder | $3 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |