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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,942 | $94,749-5.1% | $112,899-20.3% | $139,466-35.5% |
| Participation rate | 90.5% | 81.3%+9.2pp | 80.5%+10.0pp | 80.3%+10.1pp |
| Annual return | 18.68% | 40.92%-22.2pp | 34.11%-15.4pp | 373.66%-355.0pp |
| Employer contribution / active EE | $8,328 | $4,630+79.9% | $4,566+82.4% | $4,754+75.2% |
| Participant deferral / active EE | $9,075 | $6,517+39.3% | $6,516+39.3% | $6,712+35.2% |
| Admin fee / account holder | $280 | $8,530-96.7% | $7,047-96.0% | $11,409-97.5% |