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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,118 | $124,980-17.5% | $108,359-4.8% | $154,746-33.4% |
| Participation rate | 80.0% | 75.2%+4.8pp | 70.1%+9.9pp | 80.7%-0.7pp |
| Annual return | 17.82% | 45.00%-27.2pp | 36.89%-19.1pp | 172.34%-154.5pp |
| Employer contribution / active EE | $6,565 | $2,851+130.3% | $2,399+173.6% | $4,379+49.9% |
| Participant deferral / active EE | $12,000 | $4,743+153.0% | $4,137+190.1% | $6,730+78.3% |
| Admin fee / account holder | $20 | $11,502-99.8% | $9,741-99.8% | $14,365-99.9% |