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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,673 | $165,381-18.0% | $149,730-9.4% | $158,966-14.7% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 12.95% | 348.29%-335.3pp | 276.70%-263.8pp | 302.95%-290.0pp |
| Employer contribution / active EE | $3,668 | $5,104-28.1% | $4,645-21.0% | $4,762-23.0% |
| Participant deferral / active EE | $10,897 | $7,182+51.7% | $6,843+59.3% | $5,983+82.1% |
| Admin fee / account holder | $96 | $10,809-99.1% | $9,310-99.0% | $11,250-99.1% |