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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,062 | $103,393+21.9% | $87,103+44.7% | $152,909-17.6% |
| Participation rate | 73.3% | 79.4%-6.0pp | 76.9%-3.5pp | 82.5%-9.1pp |
| Annual return | 18.68% | 28.10%-9.4pp | 28.19%-9.5pp | 345.46%-326.8pp |
| Employer contribution / active EE | $2,614 | $3,221-18.8% | $2,521+3.7% | $4,764-45.1% |
| Participant deferral / active EE | $6,636 | $4,778+38.9% | $4,049+63.9% | $5,851+13.4% |
| Admin fee / account holder | $1 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |