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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,356 | $148,623-62.1% | $135,974-58.6% | $139,466-59.6% |
| Participation rate | 95.7% | 83.9%+11.8pp | 81.9%+13.7pp | 80.3%+15.3pp |
| Annual return | 19.20% | 79.30%-60.1pp | 68.30%-49.1pp | 373.66%-354.5pp |
| Employer contribution / active EE | $4,847 | $5,246-7.6% | $4,859-0.3% | $4,754+2.0% |
| Participant deferral / active EE | $5,614 | $8,103-30.7% | $7,760-27.6% | $6,712-16.4% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |