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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,612 | $185,312-37.1% | $161,489-27.8% | $154,746-24.6% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 17.84% | 103.84%-86.0pp | 89.72%-71.9pp | 172.34%-154.5pp |
| Employer contribution / active EE | $2,385 | $4,769-50.0% | $4,268-44.1% | $4,379-45.5% |
| Participant deferral / active EE | $4,766 | $6,350-24.9% | $5,630-15.4% | $6,730-29.2% |
| Admin fee / account holder | $71 | $18,654-99.6% | $16,006-99.6% | $14,365-99.5% |