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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,974 | $110,240-20.2% | $96,544-8.9% | $139,487-36.9% |
| Participation rate | 84.6% | 78.1%+6.5pp | 76.0%+8.6pp | 80.3%+4.3pp |
| Annual return | 21.04% | 26.41%-5.4pp | 25.88%-4.8pp | 373.84%-352.8pp |
| Employer contribution / active EE | $4,340 | $3,622+19.8% | $2,966+46.3% | $4,755-8.7% |
| Participant deferral / active EE | $11,035 | $5,549+98.9% | $4,851+127.5% | $6,713+64.4% |
| Admin fee / account holder | $9 | $11,602-99.9% | $8,254-99.9% | $11,407-99.9% |