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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,531 | $155,555-36.0% | $146,866-32.2% | $155,188-35.9% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.5%-9.8pp | 80.8%-8.1pp |
| Annual return | 19.87% | 115.41%-95.5pp | 102.85%-83.0pp | 148.84%-129.0pp |
| Employer contribution / active EE | $3,307 | $4,647-28.8% | $4,425-25.3% | $4,248-22.2% |
| Participant deferral / active EE | $9,181 | $8,044+14.1% | $7,759+18.3% | $6,531+40.6% |
| Admin fee / account holder | $100 | $14,755-99.3% | $13,620-99.3% | $14,480-99.3% |