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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,866 | $110,337-24.0% | $102,383-18.1% | $145,877-42.5% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 13.71% | 24.83%-11.1pp | 24.94%-11.2pp | 551.28%-537.6pp |
| Employer contribution / active EE | $10,764 | $4,216+155.3% | $3,870+178.1% | $4,663+130.8% |
| Participant deferral / active EE | $9,436 | $5,621+67.9% | $5,060+86.5% | $6,691+41.0% |
| Admin fee / account holder | $33 | $9,750-99.7% | $8,391-99.6% | $13,402-99.8% |