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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,630 | $141,004-43.5% | $112,273-29.1% | $139,466-42.9% |
| Participation rate | 93.3% | 79.2%+14.1pp | 72.4%+20.9pp | 80.3%+13.0pp |
| Annual return | 18.83% | 32.75%-13.9pp | 30.23%-11.4pp | 373.66%-354.8pp |
| Employer contribution / active EE | $2,389 | $4,285-44.2% | $3,431-30.4% | $4,754-49.7% |
| Participant deferral / active EE | $6,971 | $5,878+18.6% | $4,800+45.2% | $6,712+3.9% |
| Admin fee / account holder | $18 | $9,959-99.8% | $7,752-99.8% | $11,409-99.8% |