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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,044 | $185,883-42.4% | $170,043-37.0% | $139,466-23.2% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 20.59% | 60.54%-40.0pp | 53.40%-32.8pp | 373.66%-353.1pp |
| Employer contribution / active EE | $3,898 | $7,596-48.7% | $6,790-42.6% | $4,754-18.0% |
| Participant deferral / active EE | $10,741 | $11,626-7.6% | $10,410+3.2% | $6,712+60.0% |
| Admin fee / account holder | $112 | $15,393-99.3% | $12,824-99.1% | $11,409-99.0% |