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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,959 | $97,125-6.3% | $86,233+5.5% | $137,256-33.7% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.0%+16.7pp | 80.0%+5.8pp |
| Annual return | 20.40% | 74.19%-53.8pp | 61.39%-41.0pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,250 | $2,841-56.0% | $2,504-50.1% | $4,156-69.9% |
| Participant deferral / active EE | $8,947 | $5,180+72.7% | $4,559+96.2% | $6,407+39.6% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |