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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,734 | $183,592-46.2% | $155,574-36.5% | $145,877-32.3% |
| Participation rate | 81.3% | 82.7%-1.4pp | 78.2%+3.0pp | 80.3%+0.9pp |
| Annual return | 10.60% | 61.37%-50.8pp | 64.87%-54.3pp | 551.28%-540.7pp |
| Employer contribution / active EE | $1,501 | $5,317-71.8% | $4,676-67.9% | $4,663-67.8% |
| Participant deferral / active EE | $4,284 | $6,466-33.7% | $5,629-23.9% | $6,691-36.0% |
| Admin fee / account holder | $36 | $19,316-99.8% | $15,914-99.8% | $13,402-99.7% |