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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,953 | $106,247+1.6% | $96,515+11.9% | $139,466-22.6% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 22.85% | 38.47%-15.6pp | 35.73%-12.9pp | 373.66%-350.8pp |
| Employer contribution / active EE | $2,239 | $4,106-45.5% | $3,740-40.1% | $4,754-52.9% |
| Participant deferral / active EE | $10,711 | $5,456+96.3% | $4,880+119.5% | $6,712+59.6% |
| Admin fee / account holder | $20 | $7,885-99.7% | $6,735-99.7% | $11,409-99.8% |