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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,309 | $111,814-22.8% | $103,374-16.5% | $145,959-40.9% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 12.91% | 24.77%-11.9pp | 24.89%-12.0pp | 561.95%-549.0pp |
| Employer contribution / active EE | $8,520 | $4,214+102.2% | $3,869+120.2% | $4,661+82.8% |
| Participant deferral / active EE | $13,142 | $5,618+133.9% | $5,058+159.8% | $6,689+96.5% |
| Admin fee / account holder | $10 | $9,754-99.9% | $8,394-99.9% | $13,398-99.9% |