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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,009 | $162,136-47.6% | $152,301-44.2% | $154,746-45.1% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 19.95% | 91.02%-71.1pp | 80.50%-60.5pp | 172.34%-152.4pp |
| Employer contribution / active EE | $4,287 | $4,890-12.3% | $4,624-7.3% | $4,379-2.1% |
| Participant deferral / active EE | $7,006 | $8,341-16.0% | $8,004-12.5% | $6,730+4.1% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |