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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,531 | $156,398-36.4% | $147,318-32.4% | $138,895-28.3% |
| Participation rate | 72.7% | 83.8%-11.0pp | 82.1%-9.3pp | 79.9%-7.2pp |
| Annual return | 19.87% | 78.75%-58.9pp | 70.43%-50.6pp | 145.39%-125.5pp |
| Employer contribution / active EE | $3,307 | $4,853-31.9% | $4,593-28.0% | $4,194-21.2% |
| Participant deferral / active EE | $9,181 | $8,237+11.5% | $7,906+16.1% | $6,396+43.5% |
| Admin fee / account holder | $100 | $14,976-99.3% | $13,708-99.3% | $12,562-99.2% |