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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,376 | $110,212-32.5% | $96,534-23.0% | $139,466-46.7% |
| Participation rate | 93.3% | 78.1%+15.2pp | 76.0%+17.4pp | 80.3%+13.0pp |
| Annual return | 20.90% | 26.42%-5.5pp | 25.88%-5.0pp | 373.66%-352.8pp |
| Employer contribution / active EE | $7,943 | $3,620+119.4% | $2,965+167.8% | $4,754+67.1% |
| Participant deferral / active EE | $5,591 | $5,547+0.8% | $4,851+15.3% | $6,712-16.7% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |