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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,734 | $183,592-46.2% | $155,567-36.5% | $145,959-32.4% |
| Participation rate | 81.3% | 82.7%-1.4pp | 78.2%+3.1pp | 80.3%+1.0pp |
| Annual return | 10.60% | 61.24%-50.6pp | 64.74%-54.1pp | 561.95%-551.3pp |
| Employer contribution / active EE | $1,501 | $5,315-71.8% | $4,674-67.9% | $4,661-67.8% |
| Participant deferral / active EE | $4,284 | $6,464-33.7% | $5,628-23.9% | $6,689-36.0% |
| Admin fee / account holder | $36 | $19,318-99.8% | $15,916-99.8% | $13,398-99.7% |