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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,064 | $157,304-49.7% | $141,197-44.0% | $152,909-48.3% |
| Participation rate | 95.0% | 84.8%+10.2pp | 82.5%+12.5pp | 82.5%+12.5pp |
| Annual return | 20.84% | 64.34%-43.5pp | 71.41%-50.6pp | 345.46%-324.6pp |
| Employer contribution / active EE | $4,871 | $5,263-7.4% | $4,736+2.8% | $4,764+2.2% |
| Participant deferral / active EE | $3,369 | $7,111-52.6% | $6,710-49.8% | $5,851-42.4% |
| Admin fee / account holder | $185 | $12,126-98.5% | $10,265-98.2% | $11,601-98.4% |