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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,288 | $149,778-39.1% | $118,946-23.3% | $158,966-42.6% |
| Participation rate | 95.5% | 82.1%+13.4pp | 75.4%+20.1pp | 82.0%+13.5pp |
| Annual return | 12.47% | 19.95%-7.5pp | 35.89%-23.4pp | 302.95%-290.5pp |
| Employer contribution / active EE | $3,586 | $4,117-12.9% | $3,263+9.9% | $4,762-24.7% |
| Participant deferral / active EE | $9,550 | $5,225+82.8% | $4,266+123.9% | $5,983+59.6% |
| Admin fee / account holder | $104 | $8,604-98.8% | $6,581-98.4% | $11,250-99.1% |