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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,982 | $157,304-54.2% | $141,197-49.0% | $152,909-52.9% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 24.08% | 64.34%-40.3pp | 71.41%-47.3pp | 345.46%-321.4pp |
| Employer contribution / active EE | $3,108 | $5,263-40.9% | $4,736-34.4% | $4,764-34.8% |
| Participant deferral / active EE | $9,541 | $7,111+34.2% | $6,710+42.2% | $5,851+63.1% |
| Admin fee / account holder | $3 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |