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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,876 | $157,304-35.2% | $141,197-27.8% | $152,909-33.4% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.5%+12.0pp |
| Annual return | 21.42% | 64.34%-42.9pp | 71.41%-50.0pp | 345.46%-324.0pp |
| Employer contribution / active EE | $2,656 | $5,263-49.5% | $4,736-43.9% | $4,764-44.2% |
| Participant deferral / active EE | $8,182 | $7,111+15.1% | $6,710+21.9% | $5,851+39.8% |
| Admin fee / account holder | $108 | $12,126-99.1% | $10,265-98.9% | $11,601-99.1% |