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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,586 | $132,634-14.4% | $115,768-1.9% | $137,256-17.2% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.4%+13.1pp | 80.0%+7.5pp |
| Annual return | 14.87% | 160.70%-145.8pp | 100.46%-85.6pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,587 | $3,360-52.8% | $2,940-46.0% | $4,156-61.8% |
| Participant deferral / active EE | $5,478 | $5,619-2.5% | $4,917+11.4% | $6,407-14.5% |
| Admin fee / account holder | $164 | $15,028-98.9% | $12,439-98.7% | $12,270-98.7% |