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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,153 | $87,106+15.0% | $105,607-5.2% | $80,935+23.7% |
| Participation rate | 84.6% | 70.4%+14.2pp | 75.3%+9.3pp | 67.7%+17.0pp |
| Annual return | 45.57% | 17.01%+28.6pp | 116.11%-70.5pp | 35.66%+9.9pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,011-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $8,447-100.0% | $10,958-100.0% | $6,924-100.0% |