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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,263 | $85,024-12.7% | $70,544+5.3% | $139,466-46.8% |
| Participation rate | 80.0% | 73.9%+6.1pp | 68.4%+11.6pp | 80.3%-0.3pp |
| Annual return | 14.62% | 30.39%-15.8pp | 32.79%-18.2pp | 373.66%-359.0pp |
| Employer contribution / active EE | $9,960 | $3,912+154.6% | $2,976+234.7% | $4,754+109.5% |
| Participant deferral / active EE | $9,604 | $5,891+63.0% | $4,568+110.2% | $6,712+43.1% |
| Admin fee / account holder | $199 | $8,928-97.8% | $6,427-96.9% | $11,409-98.3% |