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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,119 | $90,486-11.5% | $78,676+1.8% | $273,972-70.8% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 11.73% | 75.62%-63.9pp | 62.19%-50.5pp | 41.46%-29.7pp |
| Employer contribution / active EE | $851 | $3,175-73.2% | $2,850-70.1% | $4,869-82.5% |
| Participant deferral / active EE | $5,927 | $3,901+51.9% | $3,517+68.5% | $5,287+12.1% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |