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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,171 | $97,125-20.5% | $86,233-10.5% | $137,256-43.8% |
| Participation rate | 92.9% | 74.2%+18.7pp | 69.0%+23.8pp | 80.0%+12.9pp |
| Annual return | 20.40% | 74.19%-53.8pp | 61.39%-41.0pp | 220.34%-199.9pp |
| Employer contribution / active EE | $3,723 | $2,841+31.0% | $2,504+48.6% | $4,156-10.4% |
| Participant deferral / active EE | $9,183 | $5,180+77.3% | $4,559+101.4% | $6,407+43.3% |
| Admin fee / account holder | $66 | $9,725-99.3% | $8,342-99.2% | $12,270-99.5% |