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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,670 | $115,780-21.7% | $101,255-10.5% | $158,931-42.9% |
| Participation rate | 92.9% | 79.4%+13.5pp | 75.8%+17.0pp | 82.0%+10.9pp |
| Annual return | 18.55% | 56.14%-37.6pp | 46.48%-27.9pp | 302.86%-284.3pp |
| Employer contribution / active EE | $3,121 | $4,175-25.2% | $3,660-14.7% | $4,761-34.4% |
| Participant deferral / active EE | $8,182 | $4,958+65.0% | $4,370+87.2% | $5,982+36.8% |
| Admin fee / account holder | $235 | $7,246-96.8% | $5,946-96.0% | $11,247-97.9% |