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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,027 | $183,592-36.3% | $155,567-24.8% | $145,959-19.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 12.30% | 61.24%-48.9pp | 64.74%-52.4pp | 561.95%-549.6pp |
| Employer contribution / active EE | $3,492 | $5,315-34.3% | $4,674-25.3% | $4,661-25.1% |
| Participant deferral / active EE | $14,783 | $6,464+128.7% | $5,628+162.7% | $6,689+121.0% |
| Admin fee / account holder | $18 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |