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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,382 | $132,099-19.5% | $115,599-8.0% | $138,895-23.4% |
| Participation rate | 84.6% | 77.9%+6.8pp | 74.3%+10.3pp | 79.9%+4.7pp |
| Annual return | 16.61% | 176.76%-160.1pp | 111.10%-94.5pp | 145.39%-128.8pp |
| Employer contribution / active EE | $1,588 | $3,416-53.5% | $2,955-46.3% | $4,194-62.1% |
| Participant deferral / active EE | $4,111 | $5,617-26.8% | $4,889-15.9% | $6,396-35.7% |
| Admin fee / account holder | $129 | $15,650-99.2% | $12,841-99.0% | $12,562-99.0% |