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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,509 | $111,535-4.5% | $105,223+1.2% | $137,256-22.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.88% | 237.85%-221.0pp | 180.65%-163.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $4,187 | $3,939+6.3% | $3,689+13.5% | $4,156+0.7% |
| Participant deferral / active EE | $11,917 | $5,500+116.7% | $5,072+135.0% | $6,407+86.0% |
| Admin fee / account holder | $16 | $9,721-99.8% | $8,859-99.8% | $12,270-99.9% |