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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,675 | $225,673-46.1% | $203,872-40.3% | $155,188-21.6% |
| Participation rate | 85.7% | 80.3%+5.4pp | 77.8%+7.9pp | 80.8%+4.9pp |
| Annual return | 28.32% | 95.91%-67.6pp | 85.11%-56.8pp | 148.84%-120.5pp |
| Employer contribution / active EE | $2,949 | $4,099-28.0% | $3,757-21.5% | $4,248-30.6% |
| Participant deferral / active EE | $8,951 | $6,893+29.8% | $6,388+40.1% | $6,531+37.0% |
| Admin fee / account holder | $0 | $12,327-100.0% | $11,730-100.0% | $14,480-100.0% |