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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,041 | $106,267+0.7% | $96,520+10.9% | $139,456-23.2% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 16.69% | 38.45%-21.8pp | 35.72%-19.0pp | 373.45%-356.8pp |
| Employer contribution / active EE | $2,251 | $4,105-45.2% | $3,739-39.8% | $4,753-52.6% |
| Participant deferral / active EE | $5,128 | $5,454-6.0% | $4,879+5.1% | $6,711-23.6% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |