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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,520 | $148,629-4.1% | $135,982+4.8% | $139,487+2.2% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 16.45% | 79.33%-62.9pp | 68.32%-51.9pp | 373.84%-357.4pp |
| Employer contribution / active EE | $3,341 | $5,247-36.3% | $4,859-31.2% | $4,755-29.7% |
| Participant deferral / active EE | $6,385 | $8,102-21.2% | $7,760-17.7% | $6,713-4.9% |
| Admin fee / account holder | $152 | $12,406-98.8% | $10,767-98.6% | $11,407-98.7% |