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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,557 | $165,381-34.4% | $149,730-27.5% | $158,966-31.7% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 18.73% | 348.29%-329.6pp | 276.70%-258.0pp | 302.95%-284.2pp |
| Employer contribution / active EE | $3,159 | $5,104-38.1% | $4,645-32.0% | $4,762-33.7% |
| Participant deferral / active EE | $6,971 | $7,182-2.9% | $6,843+1.9% | $5,983+16.5% |
| Admin fee / account holder | $58 | $10,809-99.5% | $9,310-99.4% | $11,250-99.5% |