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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,051 | $178,174-51.7% | $156,181-44.9% | $137,256-37.3% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 14.34% | 84.19%-69.9pp | 64.87%-50.5pp | 220.34%-206.0pp |
| Employer contribution / active EE | $10,156 | $4,972+104.3% | $4,294+136.5% | $4,156+144.4% |
| Participant deferral / active EE | $11,833 | $6,888+71.8% | $6,132+93.0% | $6,407+84.7% |
| Admin fee / account holder | $17 | $17,404-99.9% | $14,586-99.9% | $12,270-99.9% |