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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,435 | $148,623-16.3% | $135,974-8.5% | $139,466-10.8% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 21.35% | 79.30%-57.9pp | 68.30%-47.0pp | 373.66%-352.3pp |
| Employer contribution / active EE | $4,323 | $5,246-17.6% | $4,859-11.0% | $4,754-9.1% |
| Participant deferral / active EE | $13,782 | $8,103+70.1% | $7,760+77.6% | $6,712+105.3% |
| Admin fee / account holder | $229 | $12,406-98.2% | $10,767-97.9% | $11,409-98.0% |