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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,745 | $86,294+6.3% | $111,303-17.6% | $85,856+6.9% |
| Participation rate | 78.9% | 73.3%+5.6pp | 77.3%+1.6pp | 69.3%+9.6pp |
| Annual return | 13.87% | 19.99%-6.1pp | 54.66%-40.8pp | 318.58%-304.7pp |
| Employer contribution / active EE | $3,642 | $2,043+78.2% | $2,731+33.3% | $2,565+42.0% |
| Participant deferral / active EE | $8,383 | $3,641+130.2% | $4,487+86.8% | $3,952+112.1% |
| Admin fee / account holder | $5 | $8,189-99.9% | $7,966-99.9% | $6,261-99.9% |