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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,668 | $185,883-53.4% | $170,043-49.0% | $139,466-37.9% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 13.11% | 60.54%-47.4pp | 53.40%-40.3pp | 373.66%-360.6pp |
| Employer contribution / active EE | $2,277 | $7,596-70.0% | $6,790-66.5% | $4,754-52.1% |
| Participant deferral / active EE | $8,247 | $11,626-29.1% | $10,410-20.8% | $6,712+22.9% |
| Admin fee / account holder | $98 | $15,393-99.4% | $12,824-99.2% | $11,409-99.1% |