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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,759 | $183,592-58.7% | $155,574-51.3% | $145,877-48.1% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 11.44% | 61.37%-49.9pp | 64.87%-53.4pp | 551.28%-539.8pp |
| Employer contribution / active EE | $5,079 | $5,317-4.5% | $4,676+8.6% | $4,663+8.9% |
| Participant deferral / active EE | $5,168 | $6,466-20.1% | $5,629-8.2% | $6,691-22.8% |
| Admin fee / account holder | $164 | $19,316-99.2% | $15,914-99.0% | $13,402-98.8% |