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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,744 | $154,228-47.6% | $145,433-44.5% | $137,256-41.2% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 17.53% | 74.59%-57.1pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,249 | $4,804-32.4% | $4,554-28.7% | $4,156-21.8% |
| Participant deferral / active EE | $9,144 | $8,216+11.3% | $7,897+15.8% | $6,407+42.7% |
| Admin fee / account holder | $10 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |