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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,855 | $91,695-15.1% | $67,575+15.2% | $77,736+0.2% |
| Participation rate | 99.7% | 76.0%+23.6pp | 72.9%+26.8pp | 70.6%+29.1pp |
| Annual return | 13.69% | 14.88%-1.2pp | 3528.98%-3515.3pp | 31.26%-17.6pp |
| Employer contribution / active EE | $2,881 | $3,189-9.7% | $2,736+5.3% | $2,728+5.6% |
| Participant deferral / active EE | $5,019 | $3,912+28.3% | $4,003+25.4% | $4,651+7.9% |
| Admin fee / account holder | $109 | $245-55.3% | $3,993-97.3% | $433-74.7% |