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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,975 | $157,296-24.4% | $141,191-15.7% | $152,897-22.2% |
| Participation rate | 95.7% | 84.8%+10.8pp | 82.5%+13.2pp | 82.5%+13.2pp |
| Annual return | 25.36% | 64.34%-39.0pp | 71.41%-46.0pp | 345.43%-320.1pp |
| Employer contribution / active EE | $1,896 | $5,262-64.0% | $4,736-60.0% | $4,764-60.2% |
| Participant deferral / active EE | $8,811 | $7,111+23.9% | $6,710+31.3% | $5,851+50.6% |
| Admin fee / account holder | -$724 | $12,125-106.0% | $10,264-107.1% | $11,599-106.2% |