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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,520 | $148,558-4.1% | $135,925+4.9% | $139,427+2.2% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 16.45% | 79.22%-62.8pp | 68.25%-51.8pp | 373.27%-356.8pp |
| Employer contribution / active EE | $3,341 | $5,244-36.3% | $4,857-31.2% | $4,752-29.7% |
| Participant deferral / active EE | $6,385 | $8,101-21.2% | $7,759-17.7% | $6,711-4.9% |
| Admin fee / account holder | $152 | $12,401-98.8% | $10,764-98.6% | $11,404-98.7% |