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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,466 | $181,062-46.7% | $158,223-39.0% | $155,188-37.8% |
| Participation rate | 83.3% | 82.7%+0.7pp | 79.2%+4.1pp | 80.8%+2.5pp |
| Annual return | 12.19% | 57.39%-45.2pp | 52.09%-39.9pp | 148.84%-136.7pp |
| Employer contribution / active EE | $1,302 | $4,565-71.5% | $4,109-68.3% | $4,248-69.3% |
| Participant deferral / active EE | $3,250 | $6,134-47.0% | $5,467-40.5% | $6,531-50.2% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |