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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,094 | $46,877+79.4% | $122,354-31.3% | $70,126+19.9% |
| Participation rate | 75.0% | 58.2%+16.8pp | 71.6%+3.4pp | 69.5%+5.5pp |
| Annual return | 19.11% | 24.22%-5.1pp | 30.28%-11.2pp | 73.15%-54.0pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,865 | $2,167+216.7% | $3,287+108.8% | $3,332+106.0% |
| Admin fee / account holder | $1 | $3,324-100.0% | $5,479-100.0% | $4,645-100.0% |