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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,643 | $162,136-43.5% | $152,301-39.8% | $154,746-40.8% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 12.25% | 91.02%-78.8pp | 80.50%-68.2pp | 172.34%-160.1pp |
| Employer contribution / active EE | $5,931 | $4,890+21.3% | $4,624+28.3% | $4,379+35.4% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |