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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,323 | $135,956+36.3% | $123,894+49.6% | $273,972-32.4% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,909 | $5,170-43.7% | $4,617-37.0% | $4,869-40.2% |
| Participant deferral / active EE | $4,050 | $6,343-36.1% | $5,984-32.3% | $5,287-23.4% |
| Admin fee / account holder | $85 | $9,817-99.1% | $8,357-99.0% | $10,133-99.2% |