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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,252 | $132,099-35.5% | $115,599-26.3% | $138,895-38.6% |
| Participation rate | 78.6% | 77.9%+0.7pp | 74.3%+4.3pp | 79.9%-1.3pp |
| Annual return | 14.23% | 176.76%-162.5pp | 111.10%-96.9pp | 145.39%-131.2pp |
| Employer contribution / active EE | $2,499 | $3,416-26.9% | $2,955-15.5% | $4,194-40.4% |
| Participant deferral / active EE | $11,400 | $5,617+102.9% | $4,889+133.1% | $6,396+78.2% |
| Admin fee / account holder | $14 | $15,650-99.9% | $12,841-99.9% | $12,562-99.9% |