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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,720 | $100,262-25.5% | $81,370-8.2% | $145,897-48.8% |
| Participation rate | 92.3% | 74.3%+18.0pp | 69.5%+22.8pp | 80.3%+12.0pp |
| Annual return | 12.30% | 34.52%-22.2pp | 24.85%-12.6pp | 552.29%-540.0pp |
| Employer contribution / active EE | $8,631 | $2,979+189.8% | $2,464+250.3% | $4,663+85.1% |
| Participant deferral / active EE | $5,733 | $4,612+24.3% | $3,885+47.6% | $6,689-14.3% |
| Admin fee / account holder | $167 | $8,163-98.0% | $5,749-97.1% | $13,390-98.8% |