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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,139 | $148,629-32.6% | $135,982-26.4% | $139,487-28.2% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 16.79% | 79.33%-62.5pp | 68.32%-51.5pp | 373.84%-357.1pp |
| Employer contribution / active EE | $4,952 | $5,247-5.6% | $4,859+1.9% | $4,755+4.2% |
| Participant deferral / active EE | $10,788 | $8,102+33.1% | $7,760+39.0% | $6,713+60.7% |
| Admin fee / account holder | $73 | $12,406-99.4% | $10,767-99.3% | $11,407-99.4% |