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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,801 | $114,119+9.4% | $107,187+16.4% | $138,895-10.1% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.0%+8.3pp | 79.9%+3.4pp |
| Annual return | 19.29% | 273.21%-253.9pp | 204.55%-185.3pp | 145.39%-126.1pp |
| Employer contribution / active EE | $1,170 | $4,059-71.2% | $3,782-69.1% | $4,194-72.1% |
| Participant deferral / active EE | $3,638 | $5,538-34.3% | $5,096-28.6% | $6,396-43.1% |
| Admin fee / account holder | $20 | $10,024-99.8% | $9,162-99.8% | $12,562-99.8% |