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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,339 | $102,938+1.4% | $94,105+10.9% | $138,895-24.9% |
| Participation rate | 85.7% | 74.6%+11.1pp | 71.9%+13.8pp | 79.9%+5.8pp |
| Annual return | 18.99% | 250.28%-231.3pp | 204.55%-185.6pp | 145.39%-126.4pp |
| Employer contribution / active EE | $2,895 | $2,732+6.0% | $2,504+15.6% | $4,194-31.0% |
| Participant deferral / active EE | $11,004 | $4,196+162.2% | $3,881+183.6% | $6,396+72.0% |
| Admin fee / account holder | $96 | $6,600-98.5% | $6,199-98.5% | $12,562-99.2% |