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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,499 | $148,582-28.3% | $135,942-21.7% | $139,456-23.6% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 21.07% | 79.26%-58.2pp | 68.28%-47.2pp | 373.45%-352.4pp |
| Employer contribution / active EE | $2,936 | $5,245-44.0% | $4,858-39.6% | $4,753-38.2% |
| Participant deferral / active EE | $7,868 | $8,101-2.9% | $7,759+1.4% | $6,711+17.2% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |