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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,304 | $209,428-50.2% | $178,498-41.6% | $158,950-34.4% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 13.24% | 188.78%-175.5pp | 151.09%-137.9pp | 302.91%-289.7pp |
| Employer contribution / active EE | $2,647 | $5,707-53.6% | $5,011-47.2% | $4,762-44.4% |
| Participant deferral / active EE | $6,119 | $5,955+2.8% | $5,202+17.6% | $5,983+2.3% |
| Admin fee / account holder | $178 | $17,077-99.0% | $13,985-98.7% | $11,248-98.4% |