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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,171 | $108,882-29.1% | $96,754-20.2% | $154,746-50.1% |
| Participation rate | 92.9% | 75.1%+17.8pp | 70.3%+22.6pp | 80.7%+12.2pp |
| Annual return | 20.40% | 98.39%-78.0pp | 82.04%-61.6pp | 172.34%-151.9pp |
| Employer contribution / active EE | $3,723 | $3,018+23.3% | $2,679+38.9% | $4,379-15.0% |
| Participant deferral / active EE | $9,183 | $5,323+72.5% | $4,758+93.0% | $6,730+36.4% |
| Admin fee / account holder | $66 | $10,200-99.4% | $8,905-99.3% | $14,365-99.5% |