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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,336 | $112,121-5.2% | $95,960+10.8% | $158,966-33.1% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 9.06% | 171.16%-162.1pp | 91.63%-82.6pp | 302.95%-293.9pp |
| Employer contribution / active EE | $1,723 | $3,199-46.2% | $2,541-32.2% | $4,762-63.8% |
| Participant deferral / active EE | $7,820 | $4,784+63.5% | $4,167+87.7% | $5,983+30.7% |
| Admin fee / account holder | $167 | $10,135-98.4% | $6,797-97.5% | $11,250-98.5% |