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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,120 | $117,895-39.7% | $102,460-30.6% | $145,897-51.3% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 11.63% | 31.92%-20.3pp | 29.47%-17.8pp | 552.29%-540.7pp |
| Employer contribution / active EE | $4,300 | $3,619+18.8% | $3,025+42.1% | $4,663-7.8% |
| Participant deferral / active EE | $7,952 | $5,736+38.6% | $5,056+57.3% | $6,689+18.9% |
| Admin fee / account holder | $133 | $13,353-99.0% | $9,460-98.6% | $13,390-99.0% |