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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,022 | $88,672-5.2% | $105,223-20.1% | $82,448+1.9% |
| Participation rate | 79.5% | 67.9%+11.6pp | 75.0%+4.4pp | 68.1%+11.4pp |
| Annual return | 19.45% | 30.86%-11.4pp | 180.65%-161.2pp | 41.64%-22.2pp |
| Employer contribution / active EE | $7,875 | $3,048+158.4% | $3,689+113.5% | $2,551+208.7% |
| Participant deferral / active EE | $4,455 | $4,036+10.4% | $5,072-12.2% | $4,139+7.6% |
| Admin fee / account holder | $2 | $7,146-100.0% | $8,859-100.0% | $7,234-100.0% |