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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,493 | $114,013-40.8% | $103,693-34.9% | $155,188-56.5% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 80.8%-0.8pp |
| Annual return | 18.82% | 49.31%-30.5pp | 47.61%-28.8pp | 148.84%-130.0pp |
| Employer contribution / active EE | $9,969 | $3,131+218.4% | $2,920+241.4% | $4,248+134.7% |
| Participant deferral / active EE | $7,150 | $4,970+43.9% | $4,579+56.1% | $6,531+9.5% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |