| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,587 | $98,240-7.8% | $82,312+10.1% | $147,587-38.6% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.4pp | 82.8%+0.5pp |
| Annual return | 22.41% | 30.85%-8.4pp | 25.88%-3.5pp | 578.60%-556.2pp |
| Employer contribution / active EE | $21,031 | $3,192+558.9% | $2,428+766.1% | $4,876+331.3% |
| Participant deferral / active EE | $13,118 | $4,383+199.3% | $3,706+253.9% | $5,439+141.2% |
| Admin fee / account holder | $7 | $8,563-99.9% | $5,608-99.9% | $10,886-99.9% |