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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,098 | $197,637-43.8% | $177,848-37.5% | $158,982-30.1% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.7%+5.1pp | 82.0%+10.9pp |
| Annual return | 12.59% | 58.77%-46.2pp | 48.33%-35.7pp | 302.99%-290.4pp |
| Employer contribution / active EE | $2,011 | $6,698-70.0% | $5,919-66.0% | $4,763-57.8% |
| Participant deferral / active EE | $3,986 | $8,405-52.6% | $7,714-48.3% | $5,983-33.4% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |