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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,888 | $201,370-47.9% | $184,256-43.1% | $145,897-28.1% |
| Participation rate | 88.2% | 87.5%+0.7pp | 86.8%+1.4pp | 80.3%+7.9pp |
| Annual return | 16.19% | 29.05%-12.9pp | 28.85%-12.7pp | 552.29%-536.1pp |
| Employer contribution / active EE | $3,932 | $7,024-44.0% | $6,427-38.8% | $4,663-15.7% |
| Participant deferral / active EE | $12,165 | $9,808+24.0% | $9,133+33.2% | $6,689+81.9% |
| Admin fee / account holder | $33 | $16,364-99.8% | $13,899-99.8% | $13,390-99.8% |