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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,204 | $106,247+8.4% | $96,515+19.4% | $139,466-17.4% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.6pp |
| Annual return | 17.00% | 38.47%-21.5pp | 35.73%-18.7pp | 373.66%-356.7pp |
| Employer contribution / active EE | $2,029 | $4,106-50.6% | $3,740-45.7% | $4,754-57.3% |
| Participant deferral / active EE | $9,229 | $5,456+69.2% | $4,880+89.1% | $6,712+37.5% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |