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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,116 | $183,516-65.1% | $155,534-58.8% | $145,884-56.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 14.05% | 61.43%-47.4pp | 64.92%-50.9pp | 551.85%-537.8pp |
| Employer contribution / active EE | $2,924 | $5,315-45.0% | $4,675-37.5% | $4,662-37.3% |
| Participant deferral / active EE | $6,134 | $6,467-5.1% | $5,630+8.9% | $6,690-8.3% |
| Admin fee / account holder | $13 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |