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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,382 | $132,634-19.8% | $115,768-8.1% | $137,256-22.5% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.4%+10.2pp | 80.0%+4.7pp |
| Annual return | 16.61% | 160.70%-144.1pp | 100.46%-83.8pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,588 | $3,360-52.7% | $2,940-46.0% | $4,156-61.8% |
| Participant deferral / active EE | $4,111 | $5,619-26.8% | $4,917-16.4% | $6,407-35.8% |
| Admin fee / account holder | $129 | $15,028-99.1% | $12,439-99.0% | $12,270-98.9% |