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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,426 | $148,629-33.1% | $135,982-26.9% | $139,487-28.7% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 20.03% | 79.33%-59.3pp | 68.32%-48.3pp | 373.84%-353.8pp |
| Employer contribution / active EE | $5,169 | $5,247-1.5% | $4,859+6.4% | $4,755+8.7% |
| Participant deferral / active EE | $17,185 | $8,102+112.1% | $7,760+121.5% | $6,713+156.0% |
| Admin fee / account holder | $59 | $12,406-99.5% | $10,767-99.5% | $11,407-99.5% |