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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,456 | $46,599+96.3% | $64,101+42.7% | $75,173+21.7% |
| Participation rate | 93.5% | 65.9%+27.5pp | 72.3%+21.2pp | 67.2%+26.3pp |
| Annual return | 14.51% | 26.06%-11.5pp | 33.72%-19.2pp | 160.72%-146.2pp |
| Employer contribution / active EE | $5,644 | $1,975+185.7% | $2,749+105.4% | $2,671+111.3% |
| Participant deferral / active EE | $1,527 | $2,837-46.2% | $3,881-60.7% | $4,126-63.0% |
| Admin fee / account holder | $0 | $2,956-100.0% | $3,070-100.0% | $5,651-100.0% |