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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,162 | $162,136-51.8% | $152,301-48.7% | $154,746-49.5% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 20.90% | 91.02%-70.1pp | 80.50%-59.6pp | 172.34%-151.4pp |
| Employer contribution / active EE | $5,325 | $4,890+8.9% | $4,624+15.1% | $4,379+21.6% |
| Participant deferral / active EE | $2,676 | $8,341-67.9% | $8,004-66.6% | $6,730-60.2% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |