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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,881 | $209,425-19.4% | $178,499-5.4% | $158,966+6.2% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 6.80% | 188.80%-182.0pp | 151.10%-144.3pp | 302.95%-296.1pp |
| Employer contribution / active EE | $3,703 | $5,707-35.1% | $5,011-26.1% | $4,762-22.2% |
| Participant deferral / active EE | $3,938 | $5,955-33.9% | $5,202-24.3% | $5,983-34.2% |
| Admin fee / account holder | $254 | $17,078-98.5% | $13,986-98.2% | $11,250-97.7% |