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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,395 | $162,136-38.7% | $152,301-34.7% | $154,746-35.8% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 18.96% | 91.02%-72.1pp | 80.50%-61.5pp | 172.34%-153.4pp |
| Employer contribution / active EE | $2,829 | $4,890-42.1% | $4,624-38.8% | $4,379-35.4% |
| Participant deferral / active EE | $12,868 | $8,341+54.3% | $8,004+60.8% | $6,730+91.2% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |