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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,956 | $172,111-36.7% | $150,298-27.5% | $137,256-20.6% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 19.46% | 69.37%-49.9pp | 62.79%-43.3pp | 220.34%-200.9pp |
| Employer contribution / active EE | $7,165 | $4,636+54.5% | $4,154+72.5% | $4,156+72.4% |
| Participant deferral / active EE | $12,439 | $6,166+101.7% | $5,453+128.1% | $6,407+94.2% |
| Admin fee / account holder | $20 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |