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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,909 | $99,652-9.8% | $78,778+14.1% | $147,585-39.1% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.2%+16.5pp | 82.8%+2.9pp |
| Annual return | 19.91% | 47.28%-27.4pp | 35.62%-15.7pp | 578.58%-558.7pp |
| Employer contribution / active EE | $3,001 | $2,796+7.3% | $1,986+51.1% | $4,876-38.5% |
| Participant deferral / active EE | $4,652 | $3,664+27.0% | $2,958+57.3% | $5,439-14.5% |
| Admin fee / account holder | $155 | $7,155-97.8% | $5,134-97.0% | $10,886-98.6% |