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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,289 | $185,312-48.6% | $161,489-41.0% | $154,746-38.4% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 22.26% | 103.84%-81.6pp | 89.72%-67.5pp | 172.34%-150.1pp |
| Employer contribution / active EE | $9,135 | $4,769+91.5% | $4,268+114.0% | $4,379+108.6% |
| Participant deferral / active EE | $4,753 | $6,350-25.2% | $5,630-15.6% | $6,730-29.4% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |