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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,378 | $101,063-23.4% | $81,473-5.0% | $147,586-47.6% |
| Participation rate | 88.9% | 74.5%+14.4pp | 68.0%+20.9pp | 82.8%+6.1pp |
| Annual return | 13.82% | 32.41%-18.6pp | 38.78%-25.0pp | 578.59%-564.8pp |
| Employer contribution / active EE | $11,110 | $3,206+246.6% | $2,568+332.7% | $4,876+127.8% |
| Participant deferral / active EE | $7,940 | $4,242+87.2% | $3,537+124.5% | $5,439+46.0% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |