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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,339 | $125,778-17.0% | $114,563-8.9% | $154,746-32.6% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.9%+12.8pp | 80.7%+5.0pp |
| Annual return | 18.99% | 295.14%-276.2pp | 241.09%-222.1pp | 172.34%-153.4pp |
| Employer contribution / active EE | $2,895 | $2,806+3.2% | $2,592+11.7% | $4,379-33.9% |
| Participant deferral / active EE | $11,004 | $4,445+147.6% | $4,142+165.7% | $6,730+63.5% |
| Admin fee / account holder | $96 | $8,190-98.8% | $7,623-98.7% | $14,365-99.3% |