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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,371 | $156,398-35.8% | $147,318-31.9% | $138,895-27.7% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.8pp | 79.9%+12.9pp |
| Annual return | 16.14% | 78.75%-62.6pp | 70.43%-54.3pp | 145.39%-129.3pp |
| Employer contribution / active EE | $2,797 | $4,853-42.4% | $4,593-39.1% | $4,194-33.3% |
| Participant deferral / active EE | $4,781 | $8,237-42.0% | $7,906-39.5% | $6,396-25.2% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |