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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,888 | $201,344-47.9% | $184,243-43.1% | $145,877-28.1% |
| Participation rate | 88.2% | 87.5%+0.7pp | 86.8%+1.4pp | 80.3%+7.9pp |
| Annual return | 16.19% | 29.01%-12.8pp | 28.82%-12.6pp | 551.28%-535.1pp |
| Employer contribution / active EE | $3,932 | $7,022-44.0% | $6,427-38.8% | $4,663-15.7% |
| Participant deferral / active EE | $12,165 | $9,807+24.1% | $9,132+33.2% | $6,691+81.8% |
| Admin fee / account holder | $33 | $16,382-99.8% | $13,914-99.8% | $13,402-99.8% |