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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,957 | $212,386-48.7% | $199,883-45.5% | $138,895-21.6% |
| Participation rate | 84.6% | 87.4%-2.8pp | 86.8%-2.2pp | 79.9%+4.7pp |
| Annual return | 16.25% | 47.75%-31.5pp | 43.81%-27.6pp | 145.39%-129.1pp |
| Employer contribution / active EE | $2,266 | $6,625-65.8% | $6,261-63.8% | $4,194-46.0% |
| Participant deferral / active EE | $8,613 | $9,617-10.4% | $9,138-5.7% | $6,396+34.7% |
| Admin fee / account holder | $279 | $18,233-98.5% | $17,268-98.4% | $12,562-97.8% |