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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,771 | $81,208-15.3% | $98,920-30.5% | $79,852-13.9% |
| Participation rate | 80.0% | 72.5%+7.5pp | 76.0%+4.0pp | 69.6%+10.4pp |
| Annual return | 15.36% | 60.99%-45.6pp | 196.47%-181.1pp | 31.72%-16.4pp |
| Employer contribution / active EE | $2,780 | $1,960+41.8% | $2,689+3.4% | $2,471+12.5% |
| Participant deferral / active EE | $3,859 | $3,265+18.2% | $4,245-9.1% | $3,740+3.2% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,643-100.0% | $5,306-100.0% |