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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,181 | $139,948-39.1% | $121,663-30.0% | $154,746-45.0% |
| Participation rate | 85.7% | 78.0%+7.7pp | 74.5%+11.2pp | 80.7%+5.0pp |
| Annual return | 20.63% | 230.52%-209.9pp | 147.54%-126.9pp | 172.34%-151.7pp |
| Employer contribution / active EE | $4,159 | $3,521+18.1% | $3,020+37.7% | $4,379-5.0% |
| Participant deferral / active EE | $12,318 | $5,629+118.8% | $4,887+152.0% | $6,730+83.0% |
| Admin fee / account holder | $102 | $17,321-99.4% | $14,289-99.3% | $14,365-99.3% |