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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,339 | $126,113-17.3% | $116,096-10.1% | $155,188-32.8% |
| Participation rate | 85.7% | 75.1%+10.6pp | 73.3%+12.4pp | 80.8%+4.9pp |
| Annual return | 18.99% | 391.72%-372.7pp | 326.25%-307.3pp | 148.84%-129.9pp |
| Employer contribution / active EE | $2,895 | $2,672+8.4% | $2,503+15.6% | $4,248-31.9% |
| Participant deferral / active EE | $11,004 | $4,162+164.4% | $3,952+178.5% | $6,531+68.5% |
| Admin fee / account holder | $96 | $8,045-98.8% | $7,704-98.8% | $14,480-99.3% |