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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,377 | $157,296-11.4% | $141,191-1.3% | $152,897-8.8% |
| Participation rate | 76.5% | 84.8%-8.4pp | 82.5%-6.0pp | 82.5%-6.0pp |
| Annual return | 22.18% | 64.34%-42.2pp | 71.41%-49.2pp | 345.43%-323.2pp |
| Employer contribution / active EE | $2,696 | $5,262-48.8% | $4,736-43.1% | $4,764-43.4% |
| Participant deferral / active EE | $5,436 | $7,111-23.5% | $6,710-19.0% | $5,851-7.1% |
| Admin fee / account holder | $276 | $12,125-97.7% | $10,264-97.3% | $11,599-97.6% |