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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,646 | $211,288-54.3% | $178,540-45.9% | $145,884-33.8% |
| Participation rate | 85.7% | 80.8%+4.9pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 9.11% | 30.27%-21.2pp | 27.15%-18.0pp | 551.85%-542.7pp |
| Employer contribution / active EE | $4,584 | $4,574+0.2% | $3,953+16.0% | $4,662-1.7% |
| Participant deferral / active EE | $2,385 | $6,967-65.8% | $6,281-62.0% | $6,690-64.4% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |