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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,296 | $97,125+0.2% | $86,233+12.8% | $137,256-29.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 26.60% | 74.19%-47.6pp | 61.39%-34.8pp | 220.34%-193.7pp |
| Employer contribution / active EE | $989 | $2,841-65.2% | $2,504-60.5% | $4,156-76.2% |
| Participant deferral / active EE | $29,756 | $5,180+474.5% | $4,559+552.7% | $6,407+364.4% |
| Admin fee / account holder | $165 | $9,725-98.3% | $8,342-98.0% | $12,270-98.7% |