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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,289 | $172,111-44.6% | $150,298-36.6% | $137,256-30.6% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 22.26% | 69.37%-47.1pp | 62.79%-40.5pp | 220.34%-198.1pp |
| Employer contribution / active EE | $9,135 | $4,636+97.0% | $4,154+119.9% | $4,156+119.8% |
| Participant deferral / active EE | $4,753 | $6,166-22.9% | $5,453-12.8% | $6,407-25.8% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |