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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,950 | $81,208-17.6% | $98,920-32.3% | $79,856-16.2% |
| Participation rate | 90.0% | 72.5%+17.5pp | 76.0%+14.0pp | 69.6%+20.4pp |
| Annual return | 23.50% | 60.99%-37.5pp | 196.47%-173.0pp | 31.71%-8.2pp |
| Employer contribution / active EE | $4,568 | $1,960+133.1% | $2,689+69.9% | $2,471+84.9% |
| Participant deferral / active EE | $9,423 | $3,265+188.6% | $4,245+122.0% | $3,741+151.9% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,643-100.0% | $5,306-100.0% |