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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,553 | $148,629-31.7% | $135,982-25.3% | $139,487-27.2% |
| Participation rate | 85.7% | 83.9%+1.8pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 18.00% | 79.33%-61.3pp | 68.32%-50.3pp | 373.84%-355.8pp |
| Employer contribution / active EE | $1,273 | $5,247-75.7% | $4,859-73.8% | $4,755-73.2% |
| Participant deferral / active EE | $4,462 | $8,102-44.9% | $7,760-42.5% | $6,713-33.5% |
| Admin fee / account holder | $113 | $12,406-99.1% | $10,767-98.9% | $11,407-99.0% |