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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,041 | $174,379-43.8% | $152,093-35.5% | $138,895-29.4% |
| Participation rate | 92.3% | 81.6%+10.7pp | 77.8%+14.5pp | 79.9%+12.4pp |
| Annual return | 19.15% | 74.86%-55.7pp | 66.36%-47.2pp | 145.39%-126.2pp |
| Employer contribution / active EE | $3,561 | $4,652-23.5% | $4,175-14.7% | $4,194-15.1% |
| Participant deferral / active EE | $7,011 | $6,159+13.8% | $5,451+28.6% | $6,396+9.6% |
| Admin fee / account holder | $183 | $16,880-98.9% | $14,497-98.7% | $12,562-98.5% |