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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,744 | $162,136-50.2% | $152,301-47.0% | $154,746-47.8% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 17.53% | 91.02%-73.5pp | 80.50%-63.0pp | 172.34%-154.8pp |
| Employer contribution / active EE | $3,249 | $4,890-33.6% | $4,624-29.7% | $4,379-25.8% |
| Participant deferral / active EE | $9,144 | $8,341+9.6% | $8,004+14.2% | $6,730+35.9% |
| Admin fee / account holder | $10 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |