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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,662 | $100,279-13.6% | $81,353+6.5% | $145,884-40.6% |
| Participation rate | 94.7% | 74.3%+20.5pp | 69.5%+25.2pp | 80.3%+14.4pp |
| Annual return | 14.20% | 34.49%-20.3pp | 24.82%-10.6pp | 551.85%-537.7pp |
| Employer contribution / active EE | $6,636 | $2,979+122.8% | $2,464+169.3% | $4,662+42.3% |
| Participant deferral / active EE | $5,464 | $4,611+18.5% | $3,885+40.7% | $6,690-18.3% |
| Admin fee / account holder | $138 | $8,206-98.3% | $5,766-97.6% | $13,392-99.0% |