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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,603 | $197,625-59.7% | $177,840-55.2% | $158,966-49.9% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 21.28% | 58.76%-37.5pp | 48.32%-27.0pp | 302.95%-281.7pp |
| Employer contribution / active EE | $4,457 | $6,698-33.5% | $5,919-24.7% | $4,762-6.4% |
| Participant deferral / active EE | $11,746 | $8,405+39.8% | $7,714+52.3% | $5,983+96.3% |
| Admin fee / account holder | $6 | $15,405-100.0% | $12,431-100.0% | $11,250-99.9% |