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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,502 | $165,381-43.5% | $149,730-37.6% | $158,966-41.2% |
| Participation rate | 90.5% | 84.6%+5.9pp | 82.5%+8.0pp | 82.0%+8.5pp |
| Annual return | 22.63% | 348.29%-325.7pp | 276.70%-254.1pp | 302.95%-280.3pp |
| Employer contribution / active EE | $3,895 | $5,104-23.7% | $4,645-16.2% | $4,762-18.2% |
| Participant deferral / active EE | $7,415 | $7,182+3.2% | $6,843+8.4% | $5,983+23.9% |
| Admin fee / account holder | $9 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |