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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,759 | $183,592-58.7% | $155,567-51.3% | $145,959-48.1% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 11.44% | 61.24%-49.8pp | 64.74%-53.3pp | 561.95%-550.5pp |
| Employer contribution / active EE | $5,079 | $5,315-4.4% | $4,674+8.7% | $4,661+9.0% |
| Participant deferral / active EE | $5,168 | $6,464-20.1% | $5,628-8.2% | $6,689-22.7% |
| Admin fee / account holder | $164 | $19,318-99.2% | $15,916-99.0% | $13,398-98.8% |