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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,028 | $174,379-50.7% | $152,093-43.4% | $138,895-38.1% |
| Participation rate | 84.6% | 81.6%+3.0pp | 77.8%+6.8pp | 79.9%+4.7pp |
| Annual return | 20.18% | 74.86%-54.7pp | 66.36%-46.2pp | 145.39%-125.2pp |
| Employer contribution / active EE | $9,755 | $4,652+109.7% | $4,175+133.7% | $4,194+132.6% |
| Participant deferral / active EE | $2,662 | $6,159-56.8% | $5,451-51.2% | $6,396-58.4% |
| Admin fee / account holder | $44 | $16,880-99.7% | $14,497-99.7% | $12,562-99.7% |