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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,482 | $197,625-51.2% | $177,840-45.7% | $158,966-39.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.10% | 58.76%-41.7pp | 48.32%-31.2pp | 302.95%-285.9pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $17 | $15,405-99.9% | $12,431-99.9% | $11,250-99.8% |