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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,617 | $197,625-48.6% | $177,840-42.9% | $158,966-36.1% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 16.10% | 58.76%-42.7pp | 48.32%-32.2pp | 302.95%-286.8pp |
| Employer contribution / active EE | $6,994 | $6,698+4.4% | $5,919+18.2% | $4,762+46.9% |
| Participant deferral / active EE | $12,742 | $8,405+51.6% | $7,714+65.2% | $5,983+113.0% |
| Admin fee / account holder | $93 | $15,405-99.4% | $12,431-99.3% | $11,250-99.2% |