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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,028 | $185,312-53.6% | $161,489-46.7% | $154,746-44.4% |
| Participation rate | 84.6% | 82.5%+2.2pp | 78.7%+5.9pp | 80.7%+3.9pp |
| Annual return | 20.18% | 103.84%-83.7pp | 89.72%-69.5pp | 172.34%-152.2pp |
| Employer contribution / active EE | $9,755 | $4,769+104.5% | $4,268+128.5% | $4,379+122.8% |
| Participant deferral / active EE | $2,662 | $6,350-58.1% | $5,630-52.7% | $6,730-60.4% |
| Admin fee / account holder | $44 | $18,654-99.8% | $16,006-99.7% | $14,365-99.7% |