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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,160 | $198,462-14.8% | $170,439-0.8% | $147,585+14.6% |
| Participation rate | 87.0% | 88.0%-1.0pp | 83.6%+3.4pp | 82.8%+4.1pp |
| Annual return | 14.26% | 257.30%-243.0pp | 205.94%-191.7pp | 578.58%-564.3pp |
| Employer contribution / active EE | $2,225 | $6,184-64.0% | $5,433-59.0% | $4,876-54.4% |
| Participant deferral / active EE | $5,542 | $5,629-1.6% | $4,939+12.2% | $5,439+1.9% |
| Admin fee / account holder | $253 | $16,852-98.5% | $13,881-98.2% | $10,886-97.7% |