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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,466 | $148,623-35.8% | $135,974-29.8% | $139,466-31.5% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.7pp | 80.3%+11.3pp |
| Annual return | 23.30% | 79.30%-56.0pp | 68.30%-45.0pp | 373.66%-350.4pp |
| Employer contribution / active EE | $4,908 | $5,246-6.4% | $4,859+1.0% | $4,754+3.2% |
| Participant deferral / active EE | $9,423 | $8,103+16.3% | $7,760+21.4% | $6,712+40.4% |
| Admin fee / account holder | $8 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |