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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,171 | $112,131-14.2% | $95,964+0.2% | $158,982-39.5% |
| Participation rate | 87.0% | 79.0%+8.0pp | 77.1%+9.9pp | 82.0%+5.0pp |
| Annual return | 16.44% | 171.19%-154.7pp | 91.64%-75.2pp | 302.99%-286.5pp |
| Employer contribution / active EE | $2,560 | $3,199-20.0% | $2,541+0.7% | $4,763-46.3% |
| Participant deferral / active EE | $5,127 | $4,784+7.2% | $4,167+23.0% | $5,983-14.3% |
| Admin fee / account holder | $275 | $10,136-97.3% | $6,797-96.0% | $11,252-97.6% |