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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,974 | $81,208-13.8% | $98,920-29.3% | $79,852-12.4% |
| Participation rate | 92.6% | 72.5%+20.1pp | 76.0%+16.6pp | 69.6%+23.0pp |
| Annual return | 14.56% | 60.99%-46.4pp | 196.47%-181.9pp | 31.72%-17.2pp |
| Employer contribution / active EE | $2,280 | $1,960+16.3% | $2,689-15.2% | $2,471-7.7% |
| Participant deferral / active EE | $3,376 | $3,265+3.4% | $4,245-20.5% | $3,740-9.7% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,643-100.0% | $5,306-100.0% |