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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,098 | $114,119-31.6% | $107,187-27.1% | $138,895-43.8% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 79.9%+11.7pp |
| Annual return | 20.79% | 273.21%-252.4pp | 204.55%-183.8pp | 145.39%-124.6pp |
| Employer contribution / active EE | $2,749 | $4,059-32.3% | $3,782-27.3% | $4,194-34.4% |
| Participant deferral / active EE | $8,418 | $5,538+52.0% | $5,096+65.2% | $6,396+31.6% |
| Admin fee / account holder | $19 | $10,024-99.8% | $9,162-99.8% | $12,562-99.8% |