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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,990 | $116,203-20.8% | $93,621-1.7% | $152,897-39.8% |
| Participation rate | 95.8% | 78.1%+17.8pp | 75.8%+20.0pp | 82.5%+13.4pp |
| Annual return | 22.02% | 35.96%-13.9pp | 32.76%-10.7pp | 345.43%-323.4pp |
| Employer contribution / active EE | $3,775 | $3,219+17.3% | $2,719+38.8% | $4,764-20.8% |
| Participant deferral / active EE | $3,839 | $4,605-16.6% | $4,070-5.7% | $5,851-34.4% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,599-100.0% |