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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,881 | $115,903-40.6% | $100,528-31.5% | $158,966-56.7% |
| Participation rate | 95.2% | 81.6%+13.6pp | 79.4%+15.8pp | 82.0%+13.3pp |
| Annual return | 19.48% | 34.80%-15.3pp | 30.90%-11.4pp | 302.95%-283.5pp |
| Employer contribution / active EE | $9,432 | $4,105+129.8% | $3,419+175.9% | $4,762+98.1% |
| Participant deferral / active EE | $6,048 | $6,677-9.4% | $6,271-3.6% | $5,983+1.1% |
| Admin fee / account holder | $109 | $11,000-99.0% | $8,084-98.6% | $11,250-99.0% |