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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,824 | $183,516-40.7% | $155,534-30.0% | $145,884-25.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 12.24% | 61.43%-49.2pp | 64.92%-52.7pp | 551.85%-539.6pp |
| Employer contribution / active EE | $6,473 | $5,315+21.8% | $4,675+38.5% | $4,662+38.8% |
| Participant deferral / active EE | $6,366 | $6,467-1.6% | $5,630+13.1% | $6,690-4.8% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |