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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,354 | $211,288-65.3% | $178,540-58.9% | $145,884-49.7% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 17.00% | 30.27%-13.3pp | 27.15%-10.1pp | 551.85%-534.8pp |
| Employer contribution / active EE | $7,238 | $4,574+58.3% | $3,953+83.1% | $4,662+55.3% |
| Participant deferral / active EE | $22,716 | $6,967+226.1% | $6,281+261.7% | $6,690+239.6% |
| Admin fee / account holder | $89 | $12,105-99.3% | $10,424-99.1% | $13,392-99.3% |