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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,900 | $155,555-38.3% | $146,866-34.7% | $155,188-38.2% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.5%-12.5pp | 80.8%-10.8pp |
| Annual return | 21.87% | 115.41%-93.5pp | 102.85%-81.0pp | 148.84%-127.0pp |
| Employer contribution / active EE | $2,920 | $4,647-37.2% | $4,425-34.0% | $4,248-31.3% |
| Participant deferral / active EE | $9,944 | $8,044+23.6% | $7,759+28.2% | $6,531+52.3% |
| Admin fee / account holder | $52 | $14,755-99.6% | $13,620-99.6% | $14,480-99.6% |