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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,710 | $157,276-52.5% | $141,177-47.1% | $152,885-51.1% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.5%+11.3pp |
| Annual return | 20.95% | 64.33%-43.4pp | 71.40%-50.4pp | 345.39%-324.4pp |
| Employer contribution / active EE | $3,058 | $5,262-41.9% | $4,736-35.4% | $4,763-35.8% |
| Participant deferral / active EE | $5,962 | $7,110-16.1% | $6,710-11.1% | $5,851+1.9% |
| Admin fee / account holder | $25 | $12,123-99.8% | $10,263-99.8% | $11,598-99.8% |