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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,712 | $228,395-55.5% | $185,861-45.3% | $158,982-36.0% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 13.97% | 40.82%-26.8pp | 35.96%-22.0pp | 302.99%-289.0pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $10,292 | $6,417+60.4% | $5,634+82.7% | $5,983+72.0% |
| Admin fee / account holder | $200 | $11,869-98.3% | $9,503-97.9% | $11,252-98.2% |