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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,318 | $115,814-17.7% | $101,275-5.9% | $158,982-40.0% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 19.70% | 56.16%-36.5pp | 46.48%-26.8pp | 302.99%-283.3pp |
| Employer contribution / active EE | $3,488 | $4,176-16.5% | $3,660-4.7% | $4,763-26.8% |
| Participant deferral / active EE | $2,405 | $4,958-51.5% | $4,371-45.0% | $5,983-59.8% |
| Admin fee / account holder | $191 | $7,249-97.4% | $5,948-96.8% | $11,252-98.3% |