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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,994 | $106,247-12.5% | $96,515-3.6% | $139,466-33.3% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 24.90% | 38.47%-13.6pp | 35.73%-10.8pp | 373.66%-348.8pp |
| Employer contribution / active EE | $2,798 | $4,106-31.8% | $3,740-25.2% | $4,754-41.1% |
| Participant deferral / active EE | $10,727 | $5,456+96.6% | $4,880+119.8% | $6,712+59.8% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |