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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,262 | $183,516-50.8% | $155,534-42.0% | $145,884-38.1% |
| Participation rate | 86.4% | 82.7%+3.7pp | 78.2%+8.1pp | 80.3%+6.1pp |
| Annual return | 11.60% | 61.43%-49.8pp | 64.92%-53.3pp | 551.85%-540.2pp |
| Employer contribution / active EE | $5,625 | $5,315+5.8% | $4,675+20.3% | $4,662+20.7% |
| Participant deferral / active EE | $5,417 | $6,467-16.2% | $5,630-3.8% | $6,690-19.0% |
| Admin fee / account holder | $230 | $19,293-98.8% | $15,900-98.6% | $13,392-98.3% |