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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,157 | $166,089-22.2% | $164,928-21.7% | $145,978-11.5% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.0pp | 80.3%+11.4pp |
| Annual return | 8.84% | 100.26%-91.4pp | 70.08%-61.2pp | 550.52%-541.7pp |
| Employer contribution / active EE | $1,959 | $5,276-62.9% | $4,343-54.9% | $4,662-58.0% |
| Participant deferral / active EE | $4,671 | $6,961-32.9% | $6,034-22.6% | $6,690-30.2% |
| Admin fee / account holder | $2 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |