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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,330 | $154,228-29.1% | $145,433-24.8% | $137,256-20.3% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 13.93% | 74.59%-60.7pp | 66.58%-52.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $9,987 | $4,804+107.9% | $4,554+119.3% | $4,156+140.3% |
| Participant deferral / active EE | $8,924 | $8,216+8.6% | $7,897+13.0% | $6,407+39.3% |
| Admin fee / account holder | $86 | $14,344-99.4% | $13,129-99.3% | $12,270-99.3% |