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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,371 | $154,228-34.9% | $145,433-31.0% | $137,256-26.9% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 16.14% | 74.59%-58.5pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,797 | $4,804-41.8% | $4,554-38.6% | $4,156-32.7% |
| Participant deferral / active EE | $4,781 | $8,216-41.8% | $7,897-39.5% | $6,407-25.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |