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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,956 | $185,312-41.2% | $161,489-32.5% | $154,746-29.6% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 19.46% | 103.84%-84.4pp | 89.72%-70.3pp | 172.34%-152.9pp |
| Employer contribution / active EE | $7,165 | $4,769+50.2% | $4,268+67.9% | $4,379+63.6% |
| Participant deferral / active EE | $12,439 | $6,350+95.9% | $5,630+120.9% | $6,730+84.8% |
| Admin fee / account holder | $20 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |