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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,153 | $87,132+14.9% | $105,624-5.2% | $80,959+23.7% |
| Participation rate | 84.6% | 70.4%+14.2pp | 75.3%+9.3pp | 67.7%+16.9pp |
| Annual return | 45.57% | 17.03%+28.5pp | 116.20%-70.6pp | 35.67%+9.9pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $8,449-100.0% | $10,961-100.0% | $6,925-100.0% |