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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,373 | $172,111-45.7% | $150,298-37.9% | $137,256-32.0% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 18.86% | 69.37%-50.5pp | 62.79%-43.9pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,380 | $4,636-48.7% | $4,154-42.7% | $4,156-42.7% |
| Participant deferral / active EE | $3,971 | $6,166-35.6% | $5,453-27.2% | $6,407-38.0% |
| Admin fee / account holder | $255 | $16,471-98.4% | $14,116-98.2% | $12,270-97.9% |