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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,096 | $196,972-12.6% | $182,262-5.6% | $198,609-13.3% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 20.40% | 158.27%-137.9pp | 140.60%-120.2pp | 202.70%-182.3pp |
| Employer contribution / active EE | $3,866 | $5,364-27.9% | $5,046-23.4% | $5,055-23.5% |
| Participant deferral / active EE | $7,721 | $8,643-10.7% | $8,276-6.7% | $6,977+10.7% |
| Admin fee / account holder | $5 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |