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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,111 | $111,535+5.0% | $105,223+11.3% | $137,256-14.7% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 18.17% | 237.85%-219.7pp | 180.65%-162.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,896 | $3,939-51.9% | $3,689-48.6% | $4,156-54.4% |
| Participant deferral / active EE | $11,152 | $5,500+102.8% | $5,072+119.9% | $6,407+74.1% |
| Admin fee / account holder | $298 | $9,721-96.9% | $8,859-96.6% | $12,270-97.6% |