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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,116 | $183,592-65.1% | $155,574-58.8% | $145,877-56.0% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 14.05% | 61.37%-47.3pp | 64.87%-50.8pp | 551.28%-537.2pp |
| Employer contribution / active EE | $2,924 | $5,317-45.0% | $4,676-37.5% | $4,663-37.3% |
| Participant deferral / active EE | $6,134 | $6,466-5.1% | $5,629+9.0% | $6,691-8.3% |
| Admin fee / account holder | $13 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |