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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,802 | $148,582-40.9% | $135,942-35.4% | $139,456-37.0% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 31.35% | 79.26%-47.9pp | 68.28%-36.9pp | 373.45%-342.1pp |
| Employer contribution / active EE | $3,998 | $5,245-23.8% | $4,858-17.7% | $4,753-15.9% |
| Participant deferral / active EE | $13,085 | $8,101+61.5% | $7,759+68.6% | $6,711+95.0% |
| Admin fee / account holder | $107 | $12,402-99.1% | $10,764-99.0% | $11,407-99.1% |