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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,215 | $102,938-4.6% | $94,105+4.4% | $138,895-29.3% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 20.71% | 250.28%-229.6pp | 204.55%-183.8pp | 145.39%-124.7pp |
| Employer contribution / active EE | $957 | $2,732-65.0% | $2,504-61.8% | $4,194-77.2% |
| Participant deferral / active EE | $8,370 | $4,196+99.4% | $3,881+115.7% | $6,396+30.9% |
| Admin fee / account holder | $207 | $6,600-96.9% | $6,199-96.7% | $12,562-98.4% |